David Staub Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Mergers, Acquisitions, and Restructuring

Oxford, Ohio, United States

Manage 11 person executive team to oversee recruitment cycle, club events, marketing, and portfolio managementHead weekly discussions covering portfolio and club developments, market trends, and macroeconomic newsResponsible for collaborating with Miami finance department and alumni network to augment member recruitment, education, portfolio management, stock pitches, and speaker seriesExecute trades in $40,000 student-owned portfolio and manage fund buy-ins and buy-outs ($10,000+ per year)

Oxford, Ohio, United States

Responsible for scheduling 15+ club meetings per semester and creating slides on market and portfolio updatesRedesigned member education process into hybrid approach with 1 hour video series and face-to-face meetings

Oxford, Ohio, United States

Passed New Member Exam to prove market and stock valuation aptitude to participate in active portfolioAccepted into competitive recruitment class and tasked with presenting equity position in the technology sector, which was approved by club shareholdersEngage in weekly discussions covering portfolio and club developments, market trends, and macroeconomic ideasAttend speaker and professional development events

Oxford, Ohio, United States

Founding member of Red Brick Capital, the rebranded Miami University Student Managed Investment FundCoordinate between 6 members of executive team to host speaker events, raise capital via alumni donations, and market fund through LinkedIn, website (redbrickcapital.co), and email list of 70+ alumniManage relationship with alumni Advisory Board and Investment Advisory Group by hosting an annual networking dinner in New York City and distributing monthly fund reports

Oxford, Ohio, United States

Take part in calls with professionals in competitive finance to gain key insights and practice networking skills.Participate in meetings where financial modeling, networking skills, and valuation concepts are discussed.Develop technical skills in accounting and valuation methods through case competitions and interview preparation.Review recent M&A transactions, stay up to date with the stock market, and create stock pitches on public companies.

New York, New York, United States

New York, New York, United States

Compile quantitative and qualitative research into comprehensive investment reports for prospective investments.Engage with sell-side analysts and management teams on due diligence calls while taking detailed notes for team.Assist with client outreach for Greenleaf micro-cap fund as per CEO and compliance department guidance.Edit marketing materials and made necessary adjustments to internal spreadsheets.Learn about financial planning, tax accounting, asset allocation, and other key wealth management concepts.

Summit, New Jersey, United States

Determined general business strategy with CEO regarding client growth, personnel hirings, and company infrastructure.Managed company finances by tracking revenue and expenses, invoicing clients, and collecting tutor fees.Tutored high school and middle school students in math, chemistry, and SAT test preparation.Lead projects such as website development and Summit Educational Foundation partnership.

Oxford, Ohio, United States

Attend panel events with speakers covering ideas and experiences in personal finance, banking, and investments.Gain insight into the work of financial advisors, investment bankers, and fund managers to steer career direction.Develop finance and networking skills through collaborative workshops and case competitions.

New Providence, New Jersey, United States

Designed, scheduled, and coordinated a series of tennis clinics for 30 players ages 6 to 16.Recruited and trained 3 employees to assist clinic using prior tennis experience in a managerial role.Tracked player attendance and corresponded with Clearwater Board to determine new supply orders. Implemented social distancing and other COVID-19 safety protocols to adapt to challenging environment.

Summit, New Jersey, United States

Enforced discipline and policies to protect safety of woodworking participants.Engaged children ages 9 to 15 in project design, hand and power tool usage, and maintenance protocol while maintaining safe environment.

Bachelor Of Science, Finance And Business Economics, Senior

Activities and Societies: Honors College and Prodesse Scholar GPA: 3.99 / 4.00 President's List: Spring 2022, Fall 2021, Spring 2021.

High School Diploma With Honors, Summa Cum Laude

Activities and Societies: Varsity Boys Tennis, Speech and Debate