Jonathan Dudzinski, Cfa

Jonathan Dudzinski, Cfa Email and Phone Number

Chief Executive Officer at The Olympia Group, LLC @ The Olympia Group, LLC
Jonathan Dudzinski, Cfa's Location
Plymouth, Wisconsin, United States, United States
Jonathan Dudzinski, Cfa's Contact Details

Jonathan Dudzinski, Cfa work email

Jonathan Dudzinski, Cfa personal email

Jonathan Dudzinski, Cfa phone numbers

About Jonathan Dudzinski, Cfa

Chief Executive Officer of The Olympia Group. Portfolio Manager with a specialization in Global Microcap Value Equities. Co-Founder of a mission-driven organic skincare Co. carried in retailers across the country. Board Member of several profit & non-profit companies. Founder of UW-Oshkosh Be The Match, which promotes bone marrow donation. Winner of the Oshkosh 4 Under 40, New North's 3 Under 30, Oshkosh Young Professional of the Year, UW Oshkosh Honors College Alumni of the Year, National Intern of the Year, and several other awards.

Jonathan Dudzinski, Cfa's Current Company Details
The Olympia Group, LLC

The Olympia Group, Llc

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Chief Executive Officer at The Olympia Group, LLC
Jonathan Dudzinski, Cfa Work Experience Details
  • The Olympia Group, Llc
    Chief Executive Officer
    The Olympia Group, Llc Oct 2023 - Present
    Wisconsin, United States
    - The Olympia Group LLC offers boutique investment management services as a third party asset manager for registered investment advisory firms (RIAs) and directly to clients
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  • Bee Bella
    Co Founder
    Bee Bella Nov 2015 - Present
    Oshkosh, Wisconsin Area
    Launched a mission-driven organic skin care company with products sold across the United States.
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  • Lotnix, Llc
    Founder & Manager
    Lotnix, Llc Jun 2012 - Present
    Oshkosh, Wisconsin Area
  • Merit Financial Advisors
    Portfolio Manager
    Merit Financial Advisors Jul 2019 - Oct 2023
    Sheboygan Falls, Wisconsin
    - Successfully Managed a Highly Differentiated Investment Strategy Based Upon My Published Research "Ben Graham's NCAV (Net Current Asset Value) Technique in the 21st Century"- Voting Member of the Investment Committee Overseeing Over 10 Billion in Assets Under Advisement
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  • Carl M. Hennig Inc.
    Portfolio Manager
    Carl M. Hennig Inc. Jan 2015 - Jul 2019
    Oshkosh, Wisconsin Area
    - Successfully Managed a Highly Differentiated Investment Strategy Based Upon My Published Research "Ben Graham's NCAV (Net Current Asset Value) Technique in the 21st Century"
  • University Of Wisconsin Oshkosh
    Financial Market Researcher
    University Of Wisconsin Oshkosh Sep 2011 - Oct 2012
    Oshkosh, Wisconsin Area
    - Confirmed the statistical significance of the excess returns generated through applying Ben Graham’s Net-Net Method- Determined the reasons the inefficiency continues to exist - Evaluated the feasibility of building a portfolio to exploit the anomaly- Presented the results to the Academy of Finance - Published a coauthored paper detailing the results in the Journal of Investing
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  • Smithsonian Student Travel
    Tour Director, Independent Contractor
    Smithsonian Student Travel Mar 2008 - Jun 2012
    - Direct educational student tours, before enrolling in college and during breaks from school, throughout the major cities of the Northeastern United States including New York, Philadelphia, Washington DC, Colonial Williamsburg, and Civil War Battlefields- Consistently score top marks on client evaluations for my knowledge, organization, and character
  • Tocqueville Asset Management
    Buy-Side Equity Analyst Intern
    Tocqueville Asset Management Jun 2011 - Aug 2011
    Greater New York City Area
    - Assisted portfolio managers in equity analysis- Built multi-level discounted cash flow and LBO models- Interviewed expert network connections and various management teams- Aided the investment banking team by valuing companies comparable to potential acquisition candidates- Presented my stock recommendations to portfolio managers with total assets under management in excess of 15 billion dollars
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Jonathan Dudzinski, Cfa Skills

Public Speaking Investments Management Research Financial Analysis Finance Customer Service Valuation Time Management Data Analysis Microsoft Excel Leadership Accounting Economics Community Outreach Project Management Communication Mergers And Acquisitions Value Investing Portfolio Management Security Analysis Personal Finance Financial Modeling Fundraising Tactical Asset Allocation Analysis Asset Management Entrepreneurship Market Research Access Asset Managment Financial Reporting

Jonathan Dudzinski, Cfa Education Details

Frequently Asked Questions about Jonathan Dudzinski, Cfa

What company does Jonathan Dudzinski, Cfa work for?

Jonathan Dudzinski, Cfa works for The Olympia Group, Llc

What is Jonathan Dudzinski, Cfa's role at the current company?

Jonathan Dudzinski, Cfa's current role is Chief Executive Officer at The Olympia Group, LLC.

What is Jonathan Dudzinski, Cfa's email address?

Jonathan Dudzinski, Cfa's email address is jd****@****grp.com

What is Jonathan Dudzinski, Cfa's direct phone number?

Jonathan Dudzinski, Cfa's direct phone number is +192031*****

What schools did Jonathan Dudzinski, Cfa attend?

Jonathan Dudzinski, Cfa attended University Of Wisconsin-Oshkosh, Leadership Oshkosh, Ripon High School.

What are some of Jonathan Dudzinski, Cfa's interests?

Jonathan Dudzinski, Cfa has interest in Economic Empowerment, Spelunking, Kettlebell Based Fitness, Education, Environment, Be The Maqtch, Meditation, Be The Match, Beekeeping, Beekeeping Kettlebell Based Fitness.

What skills is Jonathan Dudzinski, Cfa known for?

Jonathan Dudzinski, Cfa has skills like Public Speaking, Investments, Management, Research, Financial Analysis, Finance, Customer Service, Valuation, Time Management, Data Analysis, Microsoft Excel, Leadership.

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