Adam Kearns
Princeton,United States
Summary
I’m a senior in college passionate about wealth management and investment research. I have hands-on experience tracking stock portfolios, managing expenses, and using Excel to organize stock picks and monitor performance. I’ve also worked on building DCF models and analyzing financial statements. I’m familiar with the Bloomberg Terminal and have completed the Bloomberg Market Concepts (BMC) certification in Finance Fundamentals through Bloomberg Education.
Overview
3
3
years of professional experience
Work History
Investment Research Assistant
Independent Investor
Princeton, NJ
05.2024 - 08.2025
- Tracked stock performance and portfolio returns using Excel, including expense management and performance summaries.
- Conducted equity research and assisted in selecting stock positions based on technical indicators and news analysis.
- Helped manage and update spreadsheets for trades, profit/loss calculations, and asset allocation.
FOUNDER & CEO
AJK Media
01.2024 - 12.2024
- Company Overview: Self-Founded Marketing Agency
- Conducted cold calls & emails to acquire new clients, revenue growth.
- Spearheaded business development through strategic outreach campaigns and digital marketing initiatives, establishing strong client relationships and market presence.
- Self-Founded Marketing Agency
FRONT DESK REPRESENTATIVE
Planet Fitness
07.2022 - 08.2022
- Assisted customers with membership.
- Managed front desk operations while delivering personalized member support, streamlining check-in processes and cultivating positive gym environment.
Education
BBA - BUSINESS AND MANAGEMENT-WEALTH MANAGEMENT
Lynn University
Boca Raton, FL05.2026
Skills
- Financial analysis and investment research
- Bloomberg Terminal expertise
- Microsoft Excel proficiency
- Problem-solving strategies
- Financial modeling techniques
- Time management skills
Languages
- English, Native
- Spanish, Proficient
Additional Information - Leadership Activities
- Lynn University Investment Club: Participate in portfolio discussions and market research.
- Finance & Investing Projects: Managed a personal stock portfolio, conducting equity analysis.
- DCF: Modeling.
Timeline
Investment Research Assistant
Independent Investor
05.2024 - 08.2025
FOUNDER & CEO
AJK Media
01.2024 - 12.2024
FRONT DESK REPRESENTATIVE
Planet Fitness
07.2022 - 08.2022
BBA - BUSINESS AND MANAGEMENT-WEALTH MANAGEMENT
Lynn University
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