Michael Warecki Email & Phone Number

Milwaukee, WI, US

Greater Milwaukee Area

Performed extensive analysis on current portfolio holdings as well as prospective investments for the firm’s flagship fund. Duties included researching equity securities and preparing analysis of earnings, cash flow, balance sheet, business strategy and management quality. As a generalist, worked on twenty-six companies in nine sectorsPrepared research.

Milwaukee, Wisconsin

Responsible for financial reporting, compliance testing, distributions and expense analyses of eight actively managed equity, fixed income and alternative investment mutual funds totaling $1.5 billion in net assetsCompleted in-depth fund analyses for investment advisor and served as a primary point of contact for CCO, president, board of directors and.

Ferndale, WA

Traded corn futures contracts on the Chicago Board Options ExchangeForecast and scheduled all purchasing and distribution of micro and macro ingredients for three U.S. plants accounting for $325K in monthly spendingIdentified and managed the acquisition of new suppliers and distributors across three plants; saved over $79K per yearLed biweekly, officewide.

Mba, Applied Security Analysis Program

The program consists of graduate-level finance and accounting classes combined with the management of ~$20 million of client assets with.

Study Abroad, International Finance And Market Research

Bachelor Of Science In Business (B.S.B.), Finance And Marketing