Josh Baldwin Email & Phone Number

Minneapolis, Mn, Us

Madison, Wi, Us

Madison, Wisconsin, United States

- Research alternative investment aggregation platforms, present extensive recommendation to board thus yielding increased reporting and analytical accuracy of data from secondary funds- Developing strategy for $1.4 billion equity portfolio executing on direct indexing approach to maximize market correlation and exposure while superseding 5% annual fund distribution requirements to public school districts - Conduct broad market research on regional municipalities, enhancing lending efficiency and turnover of municipal loans to cities across Wisconsin

Whitewater, Wisconsin, United States

Equity research analyst for student-run asset management fund- Manage over $1.2 million in assets- Actively cover assigned companies by completing financial analysis, building models, earnings reports- Pitched Stocks: PayPal (PYPL), Kroger Co. (KR), Adobe Inc. (ADBE)- Participated in CFA Research Challenge on Molson Coors (TAP)

Whitewater, Wisconsin, United States

Worked as tennis instructor and camp counselor for over 100 campers. Lead drills, gave group/private instruction, coordinated camp tournament, organized events, supervised campers.

Whitewater, Wisconsin, United States

Lead freshmen students through three-day long orientation, lead semester long class for students, taught class, assisted freshman with courses, worked with instructor to plan class each week.

I am the founder and owner of JRB Kicks LLC, an online sneaker and clothing retail business. I sell limited sneakers and clothing and discounted prices on eBay and social media. Brands include Jordan, Yeezy, Nike Adidas, and so much more. Checkout my eBay store and Instagram page below!

Lake Mills, Wisconsin, United States

- Collaborated with FP&A team to develop the corporate fiscal year budget - Complied weekly financial flash scorecard and reconciled month end financial reports - Organized and reviewed production/processing data while collaborating with VPs - Researched tax records and developed budget metrics for taxes, insurance, labor, and miscellaneous expenses - Created financial reports in Excel using filters, tables, pivot tables, and complex formulas

Monona, Wisconsin, United States

I worked as the lead tennis instructor for youth and adult tennis lessons. Tasks included coming up with lesson plans, running drills/games, supervising kids, and much more.

Madison, Wisconsin, United States

Worked as a cashier and stock room assistant while Sears was going through liquidation. Tasks included running a cash register, basic sales, answering phones, unloading trucks, stocking shelves, setting up retail advertisements, and moving appliances. Worked in the hardware and appliances departments.

Madison, Wisconsin, United States

Worked in both the tennis and golf areas of the court club. As a tennis instructor I lead youth and adult group lessons, strung tennis racquets, sold tennis racquets, ran tournaments, and helped run other events. As a golf course assistant I ran the golf shop cash register, created the schedules, took phone calls, cleaned golf carts, picked up golf balls on the golf range, ran events, and took on basic maintenance tasks.

Middleton, Wisconsin, United States

Worked as a tennis instructor. Taught youth and adult tennis lessons. Taught private lessons, helped run events, planned lessons, strung tennis racquets, and assisted in basic court maintenance.

Master Of Business Administration - Mba, Applied Security Analysis Program

Bachelor Of Business Administration - Bba, Finance, Investments Emphasis, Minor In Business Law

Activities and Societies: University of Wisconsin-Whitewater Captain of Varsity Men’s Tennis Team; Applied Investments Program (AIP).

Education record

Activities and Societies: Boys Varsity Tennis, 2017-2020 (Captain, 2019-2020) : Future Business Leaders of America (FBLA) - President.