sean grote

student equity analyst and portfolio manager

About

Driven, motivated, and analytical thinker. Proven leadership and interpersonal communication skills. Real-world financial industry experience as a banking intern and as the manager of a $177,000 student government budget.

Country

united states

City

duluth

Industry

financial services

Skill

leadership, communication, public speaking, analytical skills, financial analysis, teamwork, microsoft excel, microsoft office, relationship building, tenacious work ethic, investment research

Experience

student equity analyst and portfolio manager

the bulldog fund

2018-10 - Present · 8 yrs

Actively co-manage The Bulldog Fund LLC, a Large Cap Equity Portfolio of roughly 45+ companies with a Net Asset Value in excess of $1,800,000 with 15 other participants - Use fundamental, technical, and quantitative analysis techniques to identify opportunities within the Technology Sector. Companies currently under coverage: AAPL, ADBE, GPN, LRCX, MSFT, NVDA, V - Utilize FactSet and Bloomberg to construct equity reports, weekly updates, earnings reports, and financial models for companies under coverage - Present formal recommendations for new potential investments to the programs Investment Oversight Committee

student service fee committee

university of minnesota duluth

2018-12 - Present · 7 yrs 10 mos

Collaborate with committee members on funding recommendations totaling over $6,000,000 - Review and evaluate budget proposals ensuring an ethical and fiscally responsible allocation of resources

wealth management advisor intern

paradigm: strategies in wealth management, llc

2019-5 - 2019-8 · 4 mos

vice president of finance and administration

university of minnesota duluth

2017-4 - 2019-4 · 2 yrs 1 mo

* Manage Student Association's budget of over $177,000 ensuring proper and ethical practices. * Director of the Student Organization Grant Committee, responsible for allocating over $100,000 every year to deserving student organizations. * Responsible for all business ventures and interests of Student Association. * Collaborate with UMD Administration on student needs and cultivate initiatives to ensure they are met. * Previously served as Student Body Representative (January 2017 - April 2017)