Keaton Stone Email and Phone Number
As I approach my senior year at the University of Wyoming, my passion for finance drives my pursuit of dual degrees in Finance and Accounting, complemented by a minor in Real Estate Finance. I am committed to continuous learning and excellence, bolstered by a diverse range of hands-on experiences. Serving as Vice President of the Financial Management Association, I've sharpened my market research and strategic decision-making skills while overseeing a $50,000 stock portfolio and crafting monthly investment letters. Winning first place in the Rocky Mountain Investment Challenge with a standout stock pitch showcased my leadership and analytical abilities. My professional journey includes impactful roles as an investment analyst intern at the University of Wyoming Foundation/Endowment, tax accounting intern at Forvis Mazars, business analyst at CGI Technologies & Solutions Inc, as well as option's trading experience at Star W Ranch. I am actively seeking opportunities in investment analysis or investment banking to apply and expand my skills, aiming to drive impactful innovation within the financial industry. I am eager to connect with like-minded professionals and organizations dedicated to excellence and innovation.
University Of Wyoming Foundation
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Investment Analyst InternUniversity Of Wyoming Foundation Aug 2024 - PresentLaramie, Wyoming, United States• Engaged in high-level investment meetings with fund managers, a venture capitalist seeking seed funding, a factoring investment, and more • Developed detailed portfolio exposure reports, analyzing multiple key metrics including asset allocation, sector weightings, and risk-adjusted returns.• Communicated with and analyzed returns from 10 different fund managers, contributing to informed investment decisions.• Participated in the annual investment meeting and interacted with the board, gaining exposure to strategic planning and governance.• Gained hands-on experience and a deep understanding of the nuances involved in managing an endowment fund, including compliance and performance monitoring.• Reviewed and assessed various types of investments and their pitch decks, enhancing investment evaluation skills.
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Index Options TraderStar W Ranch Jan 2022 - PresentCody, Wyoming, United States• Assumed management of family option’s portfolio• Execute and monitor 2500+ monthly option’s contracts on the S&P 500, analyzing trends andoutperforming the S&P 500 on average
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Tax Accounting InternForvis Mazars Us May 2024 - Aug 2024Denver, Colorado, United States• Prepared over 10 tax returns for individuals, partnerships, trusts, and corporations, demonstrating proficiency in handling diverse and complex tax scenarios.• Converted historical tax returns to a new software system, ensuring accuracy and efficiency in the transition process.• Assisted tax associates and managers with complicated tax situations, providing research and administrative support.• Conducted through analysis of PBC documents on all tax returns, highlighting my attention to detail -
Business Analyst InternCgi Jun 2023 - Aug 2023New Brunswick, New Jersey, United States• Conducted extensive research on emerging technologies across various industries, delivering comprehensive presentations to senior management.• Led the development and presentation of a Request for Proposal (RFP) aimed at modernizing a client's website, which included detailed project planning and budgeting.• Gained insights into consulting practices across five different industry sectors, enhancing understanding of industry-specific challenges and solutions.
Keaton Stone Education Details
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Graduated
Frequently Asked Questions about Keaton Stone
What company does Keaton Stone work for?
Keaton Stone works for University Of Wyoming Foundation
What is Keaton Stone's role at the current company?
Keaton Stone's current role is Investment Analyst Intern at University of Wyoming Foundation | Accounting, Finance.
What schools did Keaton Stone attend?
Keaton Stone attended University Of Wyoming College Of Business, Cody High School.
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Keaton Stone
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