Lance Kudla
Bloomington,IN
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Advisor Intern
Mainstay Capital Management, LLC
09.2022 - Current
- Acquired proficiency in managing investment portfolios- Learned investors' risk profiles
- Researched investments by comparing make-up, risks, and returns.
Program Coordinator
Travel Unity
01.2023 - 05.2023
- Developed and maintained relationships with external partners to facilitate program operations.
- Collaborated with other program coordinators to achieve consistency in program objectives and services.
- Kept program-related data accurate, up-to-date and easily accessible for accessibility.
Marketing Outreach Coordinator
Healthmetryx
01.2023 - 05.2023
- Developed network relationships with industry professionals to enhance community awareness and gain investments for a concept medical device.
- Established and implemented sustainable and diverse funding strategies to support financial and operational objectives of organization.
Chapter Director
Finance And Business For Youth
08.2022 - 12.2022
- Lead and taught Finance, Economics, Business,and stock market fundamentals to students at my school.
- I lead the Finance And Business for Youth (FABY) operations in Chicago.
- Strengthened community involvement by developing and implementing new classes.
Assistant Manager
Artesian Farm, Artesian Farm LLC
06.2018 - 09.2022
- Participated in all aspects of a start-up in-door vertical farming business
- Acquired sustainability skills
- Attended business meetings and learned the business, financial, and economic factors for running a business
- Performed financial modeling and prepared sales and marketing plans.
- Sparked my initial interest in the fields of finance, economics, and agriculture
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Mentored team members to enhance professional development and accountability in workplace.
- Worked for 4 summers.
Investment Advisor Intern
Wells Fargo
09.2021 - 06.2022
- Researched companies and prepared presentations for my investment advisor
- Gained proficiency in financial topics and best practices
- Met and collaborated with an investment advisor and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Education
Bachelor of Science - Finance BSB
Indiana University Bloomington
Bloomington, IN06.2027
High School Diploma -
Gems World Academy
Chicago, IL06.2023
Winter Program - Accounting And Finance
Georgetown University
Washington DC01.2023
Summer Program - Economics
University of California - Los Angeles
Los Angeles, CA08.2022
Skills
- Leadership
- Teamwork
- Finance
- Investment Portfolio Management
- Project Management
- Economic Forecasting
- Portfolio Analysis
- PowerPoint Presentations
Certification
- First Aid/CPR Certified
Weight Lifting
Weightlifting is my passion and favorite hobby. The concept of pushing my limits brings me unparalleled satisfaction and fulfillment. It's not just a physical activity; it's a lifestyle that empowers me both mentally and physically to do better every day.
Timeline
Program Coordinator
Travel Unity
01.2023 - 05.2023
Marketing Outreach Coordinator
Healthmetryx
01.2023 - 05.2023
Investment Advisor Intern
Mainstay Capital Management, LLC
09.2022 - Current
Chapter Director
Finance And Business For Youth
08.2022 - 12.2022
Investment Advisor Intern
Wells Fargo
09.2021 - 06.2022
Assistant Manager
Artesian Farm, Artesian Farm LLC
06.2018 - 09.2022
Bachelor of Science - Finance BSB
Indiana University Bloomington
High School Diploma -
Gems World Academy
Winter Program - Accounting And Finance
Georgetown University
Summer Program - Economics
University of California - Los Angeles
- First Aid/CPR Certified
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