Sam Otto Email & Phone Number

About Me:Driven finance and economics student with a passion for understanding market dynamics and optimizing financial strategies. Currently pursuing a Bachelor's degree in Finance and Economics at UW Oshkosh, scheduled to graduate in May 2025. Actively involved in the Student Managed Endowment Fund (SMEF), gaining practical experience in investment management and portfolio analysis.Education:Bachelor of Business Administration (BBA) in Finance and Economics, University of Wisconsin Oshkosh, May 2025Relevant coursework: Macro and Microeconomics, Quantitative Business Analytics, Financial Markets, Accounting, International FinanceExperience:Student Analyst, SMEF Fund, University of Wisconsin Oshkosh (Month/Year - Present)Collaborate with team members to conduct in-depth financial research, analyze market trends, and make informed investment decisions.Participate in portfolio management activities, including asset allocation, risk assessment, and performance tracking.Present investment recommendations and insights to fund advisors and stakeholders, demonstrating strong analytical and communication skills.As a former outside assistant golf professional at Oneida Golf and Country Club, I provide excellent customer service and hospitality to over 500 members and their guests, ensuring a smooth and enjoyable golf experience. I am detail-oriented and organized, following a plan to manage the daily operations of the golf course, such as checking in players, arranging carts, cleaning clubs, and maintaining the practice area.Skills:Financial AnalysisInvestment ManagementData AnalysisMarket ResearchFinancial ModelingPortfolio ManagementAccounting PrinciplesEconomic TheoryInterests:Equity ResearchFinancial PlanningEconomic Policy AnalysisTechnology and FinanceCommunity InvolvementInvestment AnalysisData AnalysisContact Information:Email: samotto12345@gmail.comPhone: (920)422-2912

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  Outside Service Attendent

  Oneida Golf & Country Club

  May 2020 - Present - Green Bay, Wisconsin, United States

  Helped with the daily needs of the membershipDetail oriented following of a plan to make the golf course run as smoothly as possible

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  University Of Wisconsin Oshkosh

  Sophomore