Kyle Benedict Email and Phone Number
Kyle Benedict work email
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Kyle Benedict personal email
I'm Kyle Benedict and am currently an investment research analyst at Trog Hawley Capital. I passed the CFA Level 1 exam in August 2024 and plan on taking Level II May 2025. I completed my Master of Science in Finance at Florida State University, after earning my Bachelor of Business Administration with a major in Investments Finance from Stetson University with a 3.92 GPA.During my time at Stetson, I was part of the Roland George Investment Program, where I worked as lead equity research analyst for the utilities sector in a portfolio of $5.5 million in stocks and bonds. From Aug. 2021 - Aug. 2022, the utilities sector outperformed our benchmark with a robust 21% growth during that time period. During my Senior year at Stetson University, I performed in the annual Quinnipiac GAME Forum where our growth portfolio placed 3rd out of 80 schools based off of risk adjusted return and strategy. I also had the opportunity to intern at Regions Bank, completing an asset management internship. During my internship, I completed industry research reports and shadowed portfolio managers. I also completed equity, bond, and ETF reports for the asset management team. Certifications: Series 63 | Securities Industry Essentials (SIE) | Bloomberg Markets ConceptsSkills: Equity Valuation, Financial Statement Analysis, Data Visualization, Financial Modeling,Microsoft Excel & Word, Financial Writing, Presentation Skills,Leadership, Competitive Spirit
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Investment Research AnalystTrog Hawley Capital Jul 2024 - PresentWest Palm Beach, Florida, United States -
Equity Research AnalystRoland George Investment Program Aug 2021 - May 2023Deland, Florida, United States• Develop investment goals, objectives, and criteria to manage a $5.5 million portfolio of stocks and bonds.• Make individual security selections through research using fundamental tools, DCF valuation, and data services provided by Bloomberg, Financial Wire, Morningstar, Thomson Reuters and Baseline.• Function as an investment analyst, gaining real world, hands-on experience in dealing with equity and fixed income markets and presenting and defending recommendations to other students and an investments committee.• From 2021 - 2022 as the lead sector analyst for Utilities our portfolio of utility companies experienced 21% YoY growth -
Asset Management InternshipRegions Bank May 2022 - Aug 2022Tampa, Florida, United States• Executed a case study analysis of potential treasury solutions for target companies by evaluating working capital, financial statements, cash flow, and potential growth• Built a sales strategy for the asset management team that found $500,000 in unrealized revenue • Created equity, ETF, and bond reports that matched Regions investment strategies • Constructed industry reports for portfolio managers on telecommunications and IT using IBIS & FactSet -
Student AthleteStetson University Aug 2019 - Jul 2022Deland, Florida, United StatesPlayed Division 1 football at Stetson University while maintaining a full course load. Committed 30-40 hours a week to practice, training, film, and games while maintaining a 3.9 GPA. -
Sales AssistantThe Junkluggers Nov 2020 - Dec 2021Tampa, Florida, United StatesHelped build relationships with clients across the Tampa Bay area. Assisted clients in removal or transport of unwanted items. -
Start-Up Owner (Cds Apparel)Carrollwood Day School Aug 2017 - May 2018Tampa, Florida, United States• Created start-up school apparel store selling sports teams and club apparel• Produced attractive designs that would be used on Nike gear• Attracted over $5,000 in sales from students, teachers, and parents• Developed marketing skills via social media platforms and pitching products at alumni gatherings
Kyle Benedict Education Details
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3.91/4.0 -
3.92 Gpa
Frequently Asked Questions about Kyle Benedict
What company does Kyle Benedict work for?
Kyle Benedict works for Trog Hawley Capital
What is Kyle Benedict's role at the current company?
Kyle Benedict's current role is Investment Research Analyst @Trog Hawley Capital | CFA Level II Candidate.
What is Kyle Benedict's email address?
Kyle Benedict's email address is kb****@****fsu.edu
What schools did Kyle Benedict attend?
Kyle Benedict attended Florida State University, Stetson University, Carrollwood Day School.
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Kyle Benedict
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