Lance Kudla Email and Phone Number
Passionate finance and accounting student at Indiana University with a knack for delving into financial markets and investment strategies.
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Chief Operations OfficerEnvision Capital Management GroupChicago, Il, Us -
Incoming Wealth Management InternFairhaven Wealth Management Jun 2024 - PresentWheaton, Illinois, United States -
Business OwnerKudla And Crawford Group Llc Aug 2023 - Aug 2024Bloomington, 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
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Artesian Farm LlcArtesian Farm Jun 2018 - Aug 2024New 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 -
Investment Advisor Virtual InternshipMainstay Capital Management, Llc Sep 2022 - Oct 2023Grand 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. -
Summer Camp CounselorPedalheads Bike Camps Inc. Jun 2023 - Aug 2023Chicago, 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 -
Program CoordinatorTravel Unity Jan 2023 - May 2023Chicago, 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 -
Marketing Outreach CoordinatorHealthmetryx Jan 2023 - May 2023New 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 -
Chapter DirectorFaby (Finance And Business For Youth) Aug 2022 - Dec 2022Chicago, 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
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Educational InternshipWells Fargo Sep 2021 - Jun 2022New 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
Lance Kudla Education Details
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Finance And Investing -
Economics
Frequently Asked Questions about Lance Kudla
What company does Lance Kudla work for?
Lance Kudla works for Envision Capital Management Group
What is Lance Kudla's role at the current company?
Lance Kudla's current role is Chief Operations Officer.
What schools did Lance Kudla attend?
Lance Kudla attended Indiana University - Kelley School Of Business, Gems Education, Georgetown University, University Of California, Los Angeles.
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