Jonathan Gary
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Jonathan Gary Email & Phone Number

Personal Finance Major @ the University of Wisconsin at Access Distributed
Location: Madison, Wisconsin, United States 9 work roles 2 schools
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Current company
Role
Personal Finance Major @ the University of Wisconsin
Location
Madison, Wisconsin, United States
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Who is Jonathan Gary? Overview

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Quick answer

Jonathan Gary is listed as Personal Finance Major @ the University of Wisconsin at Access Distributed, a company with 33 employees, based in Madison, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Gary.

Jonathan Gary previously worked as Program Manager- Alumni and Mentorship at Access Distributed and Cohort Fellow at Access Distributed. Jonathan Gary holds Bachelor'S Degree, Personal Finance from University Of Wisconsin-Madison.

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Email format at Access Distributed

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Access Distributed

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Profile bio

About Jonathan Gary

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

Current workplace

Jonathan Gary's current company

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Access Distributed
Access Distributed
Personal Finance Major @ the University of Wisconsin
Employees
33
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9 roles

Jonathan Gary work experience

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Program Manager- Alumni And Mentorship

Current

Milwaukee, Wisconsin, United States

Jun 2023 - Present

Cohort Fellow

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
Sep 2022 - May 2023

Private Equity Summer 2024 Analyst

Chicago, Illinois, United States

Interned with Adams Street Partner’s Co-Investment team.

Jun 2024 - Aug 2024

Employee

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
Dec 2023 - May 2024

Equity Research Analyst

1208 Capital Management

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
May 2022 - Sep 2023

Rotational Intern At Baird

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.

May 2023 - Aug 2023

Caddie

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
Jul 2017 - Jul 2023

Roark Investment Fellowship

  • 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
Sep 2022 - May 2023

Discovery Audit And Assurance Intern At Deloitte

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
Jun 2022 - Jul 2022
Team & coworkers

Colleagues at Access Distributed

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2 education records

Jonathan Gary education

Bachelor'S Degree, Personal Finance

Activities and Societies: Analyst Development Program (ADP), Capital Management Club-head of Merchandise and Apparel (M&A), Chick Evans.

FAQ

Frequently asked questions about Jonathan Gary

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What company does Jonathan Gary work for?

Jonathan Gary works for Access Distributed.

What is Jonathan Gary's role at Access Distributed?

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

Where is Jonathan Gary based?

Jonathan Gary is based in Madison, Wisconsin, United States while working with Access Distributed.

What companies has Jonathan Gary worked for?

Jonathan Gary has worked for Access Distributed, Adams Street Partners, Financeable Training, 1208 Capital Management, and Baird.

Who are Jonathan Gary's colleagues at Access Distributed?

Jonathan Gary's colleagues at Access Distributed include Zachary Burstein, Lance Cook, Mia Xie, Donovan G., and Andrew Dinh.

How can I contact Jonathan Gary?

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What schools did Jonathan Gary attend?

Jonathan Gary holds Bachelor'S Degree, Personal Finance from University Of Wisconsin-Madison.

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