Theodore Roberts Email and Phone Number
With a strong foundation in analytical tools and a dedication to ethical decision-making, I want to make a meaningful impact in finance and management. Incoming 2025 Summer Analyst at J.P. Morgan Private Bank in Atlanta.
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StudentBoston College Carroll School Of ManagementBoston, Ma, Us
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Incoming Summer Analyst (2025)J.P. Morgan Private Bank Apr 2024 - PresentAtlanta, Georgia, United States -
StudentBoston College Carroll School Of Management Aug 2022 - PresentBoston, Massachusetts, United States -
Client Services InternPrime Buchholz Llc Jun 2024 - Aug 2024Portsmouth, New Hampshire, United States• Utilized Alteryx software with the IS team to pull data from separate company databases, process data with an AI API, and automate client-facing fee reports for public equity, private equity, and hedge fund holdings.• Created and conducted a company-wide survey on current AI usage with the R&D team. • Presented survey findings and training videos for closed and open-loop GPT use cases.• Drafted a firm-wide AI usage policy with the legal team. -
InternBill Westcott Inc. Jun 2023 - Aug 2023Tucson, Arizona, United States• Conducted portfolio allocation research and created models based on modern portfolio theory to which over $100M in assets were allocated.• Implemented improved digital marketing strategies using video advertisements and increased social media presence. • Performed comparison analyses of capital allocation using hypothetical models through American Funds and Vanguard. -
InternIridius Capital Aug 2021 - Mar 2022Tucson, Arizona, United States• Researched financial technology applications within real estate investment and presented findings to C-suite members.• Created Excel spreadsheets on the waterfall structure of cash distribution for managed properties.• Participated in weekly firm-wide cash flow meetings with upper management. -
Research AssistantUniversity Of Arizona Jun 2021 - Jul 2021Tucson, Arizona, United States• Grouped into virtual teams to create Monte-Carlo simulations using MATLAB software to model the spread of opinions and the impact of Covid-19.• Designed four probability models for differing scenarios and ran 1,000+ simulations.
Theodore Roberts Education Details
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Finance And Business Analytics, Philosophy Dual Major
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The Gregory SchoolHigh School Diploma
Frequently Asked Questions about Theodore Roberts
What company does Theodore Roberts work for?
Theodore Roberts works for Boston College Carroll School Of Management
What is Theodore Roberts's role at the current company?
Theodore Roberts's current role is Student.
What schools did Theodore Roberts attend?
Theodore Roberts attended Boston College Carroll School Of Management, The Gregory School.
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Theodore Roberts
Student At Dartmouth College Studying Philosophy, Politics, Economics And Human-Centered DesignGreater Seattle Area -
Theodore Roberts
Corbin, Ky6schroders.com, worldnet.att.net, juno.com, yahoo.com, gmail.com, vmware.com3 +121264XXXXX
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3saic.com, menswearhouse.com, saic.com -
Theodore Roberts
Supplier Quality Management | Quality Professional | Iso AuditorGreater Jackson Area3aam.com, gmail.com, aptiv.com
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