Lance Kudla Email & Phone Number

Chicago, Il, Us

Chicago, Il, Us

Wheaton, Illinois, United States

Bloomington, Indiana, United States

- Researched and analyzed investment properties to evaluate their viability as investments. Conducted detailed analyses on over 100 properties, with values ranging from $100,000 to $1 million- Networked with investors and acquisition partners, successfully connecting over 100 vetted investors with lucrative investment opportunities- Effectively communicated with investors, acquisition partners, and property holders, ensuring the seamless closure of numerous property transactions

New Buffalo, Michigan, United States

- Gained a well-rounded understanding of running a start-up business as well as sustainability in running a business- Attended business meetings and learned the financial, and economic factors for running a business. - Performed financial modeling and prepared sales and marketing plans- Sparked my initial interest in the fields of finance, economics, and agriculture- Worked for 4 summers through highschool

Grand Blanc, Michigan, United States

- Gained insights into discerning 100+ investor risk profiles. Accurately assessed financial objectives, and tailored investment strategies to align with client goals which lead to enhanced overall client satisfaction- Honed my proficiency by assisting management with 50+ investment portfolios using rigorous research. Compared portfolio makeup, risk factors, and anticipated returns to make informed decisions. Enhanced my understanding of prudent investment practices- Researched investments by comparing make-up, risks, and returns.

Chicago, Illinois, United States

- Gained proficiency in time management through balancing between 6+ kids per session- Biked 100 miles a week to get to work, yet always showed up significantly early- Bike mechanic for 150+ campers per week

Chicago, Illinois, United States

- Networked with schools and marketed Travel Unity to underrepresented students/communities- Developed communication skills through maintaining relationships with schools and processing information and data to other team members

New York, United States

- Developed network relationships with 20+ industry professionals each month to enhance community awareness and secure investments for a concept medical device- Established and implemented sustainable and diverse funding strategies, successfully meeting the financial and operational objectives of the organization

Chicago, Illinois, United States

- As the leader of operations in Chicago, managed and executed initiatives to teach finance, business, economics, and stock market fundamentals to 50+ students daily, resulting in an estimated 25% increase in student engagement- Spearheaded the creation and implementation of 4 innovative classes, boosted community involvement by an estimated 30% and provided essential financial education to the youth, contributing to a more financially literate community

New York, United States

- Conducted in-depth research on publicly traded companies and formulated detailed presentations delineating comparative analyses to elucidate the potential performance differentials between securities or indices, thereby contributing to informed investment decisions and strategic market insights - Gained proficiency in financial topics and best practices throughout broadening my knowledge through the use of books, articles, and professional insights to make well informed decisions on over 100+ companies monthly

Undergraduate, Finance, General, Sophmore

Education record

Winter Program, Finance And Investing

The Fundamentals of Finance in Investing course at Georgetown University

Summer Program, Economics

Microeconomics and Macroeconomics course at Univerisity of California Los Angeles