Jonathan Gary

Jonathan Gary Email and Phone Number

Personal Finance Major @ the University of Wisconsin @ Access Distributed
Jonathan Gary's Location
Madison, Wisconsin, United States, United States
About Jonathan Gary

Jonathan Gary is a Personal Finance Major @ the University of Wisconsin at Access Distributed.

Jonathan Gary's Current Company Details
Access Distributed

Access Distributed

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Personal Finance Major @ the University of Wisconsin
Employees:
33
Jonathan Gary Work Experience Details
  • Access Distributed
    Program Manager- Alumni And Mentorship
    Access Distributed Jun 2023 - Present
    Milwaukee, Wisconsin, United States
  • Access Distributed
    Cohort Fellow
    Access Distributed Sep 2022 - May 2023
    Milwaukee, Wisconsin, United States
    •Selected from a competitive pool of applicants to take part in a program that aims to enable top students from historically underrepresented backgrounds with a demonstrated interest in finance, to break into Wall Street•Completed weekly modules in ‘Financeable’ to advance skills in accounting, valuation, and Excel modeling•Competed in case simulation valuing CPB using football field metrics and creating PowerPoint presentation
  • Adams Street Partners
    Private Equity Summer 2024 Analyst
    Adams Street Partners Jun 2024 - Aug 2024
    Chicago, Illinois, United States
    Interned with Adams Street Partner’s Co-Investment team.
  • Financeable Training
    Employee
    Financeable Training Dec 2023 - May 2024
    Madison, Wisconsin, United States
    •Assisted with creating 3000+ questions for revolutionary investment banking/private equity preparation courses•Worked closely with CEO Mike Kimpel to develop technology within the software for a mentorship program
  • 1208 Capital Management
    Equity Research Analyst
    1208 Capital Management May 2022 - Sep 2023
    Madison, Wisconsin, United States
    •Aided in managing smidcap portfolio for Madison hedge fund. •Conducted market research on equities and analyzed trends to project data to form buy/sell recommendations•Consulted with portfolio manager in weekly meetings and calls to discuss current market trends and holdings
  • Baird
    Rotational Intern At Baird
    Baird May 2023 - Aug 2023
    Milwaukee, Wisconsin, United States
    1/3 applicants selected to participate in Baird's rotational program where I will be spending time in Investment Banking, Equity Research, Fixed Income, and Sales and Trading.
  • Ozaukee Country Club
    Caddie
    Ozaukee Country Club Jul 2017 - Jul 2023
    Mequon, Wisconsin, United States
    •Counseled members/guests on shot selection, distance, and club selection •Performed responsibilities included reading greens, raking bunkers, and fixing divots and ball marks•Helped organized and lead training sessions for new caddies
  • Roark Capital
    Roark Investment Fellowship
    Roark Capital Sep 2022 - May 2023
    •A year-long program for sophomore African American students interested in learning about careers in investment banking and private equity directly from current industry professionals.•Attended weekly meetings learning about various PE/IB topics to strengthen knowledge of both industries•Enhanced accounting and valuation skills through a 10-week curriculum taught by employees at Roark Capital
  • Deloitte
    Discovery Audit And Assurance Intern At Deloitte
    Deloitte Jun 2022 - Jul 2022
    Milwaukee, Wisconsin, United States
    •Advised a client on an acquisition of a tech company considering cost basis, culture fit, and tax implications•Managed a $5,000 budget to create a prototype food truck to address food insecurities in Maui•Participated in numerous networking activities to gain a better understanding of career opportunities at Deloitte

Jonathan Gary Education Details

Frequently Asked Questions about Jonathan Gary

What company does Jonathan Gary work for?

Jonathan Gary works for Access Distributed

What is Jonathan Gary's role at the current company?

Jonathan Gary's current role is Personal Finance Major @ the University of Wisconsin.

What schools did Jonathan Gary attend?

Jonathan Gary attended University Of Wisconsin-Madison, Marquette University High School.

Who are Jonathan Gary's colleagues?

Jonathan Gary's colleagues are Jason Garland Jr., Membathisi Mtsi, Tashfiq Souad, My Dang, Josiah Hoang, Muriel Poggi, Wayne Muthuri.

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