Nicholas Freeman
Overview
2
2
years of professional experience
Work History
Licensed Broker
Charles Schwab
Austin
10.2024 - 04.2025
- Developed and maintained strong relationships with a diverse portfolio of clients to understand their investment needs and preferences.
- Managed high-stress situations effectively, making critical decisions under tight deadlines to safeguard client interests.
- Handled complex issues relating to retirement accounts, tax implications, and securities transactions.
Equity Analyst
Michigan State University Student Investment Fund
East Lansing
01.2024 - 05.2024
- Co-managed a $5 million small cap value fund benchmarked against the Russell 2000 Value with direct responsibility for select holdings in the consumer discretionary sector
- Pitched two buy recommendations after analyzing its financial statements including the 10Ks, 10Qs and other SEC documents, assessing its business prospects including revenue drivers and competitive positioning, and developing discounted cash flow valuation models to determine intrinsic value.
Strategic Support Associate, Financial Services
Jackson National Life
East Lansing
09.2023 - 01.2024
- Managed client inquiries, concerns, and requests, ensuring a high level of customer satisfaction
- Conducted periodic account reviews to ensure client portfolios aligned with their financial goals and risk preferences
- Provided comprehensive administrative support to the executive team, assisting in strategic planning and decision-making processes
Investment Research Summer Associate
Azimuth Capital Management
Bloomfield Hills
05.2023 - 08.2023
- Gained knowledge on the ongoing processes involved in the day-to-day management of assets
- Provided due diligence reports and research for communication with senior management, including commentary on performance and risk characteristics of funds
- Conducted research on potential investment opportunities using FactSet software by accessing balance sheets, financial statements, and listening to earnings calls
Education
Master of Science - Finance
Michigan State University
East Lansing, MI05.2024
Bachelor of Arts - Communications and Media
University of Michigan
Ann Arbor, MI05.2023
Skills
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
- Bloomberg Certified
Accomplishments
University of Michigan Division One Student Athlete (Wrestling)
- Demonstrated effective time management skills by balancing rigorous athletic commitments with academic responsibilities
- Developed strong work ethic, determination, and accountability through collegiate competition to meet personal and team goals
- Four-year Division One Varsity Athlete; Four-year letter winner
- Member of first Big Ten Championship team in 49 years
Timeline
Licensed Broker
Charles Schwab
10.2024 - 04.2025
Equity Analyst
Michigan State University Student Investment Fund
01.2024 - 05.2024
Strategic Support Associate, Financial Services
Jackson National Life
09.2023 - 01.2024
Investment Research Summer Associate
Azimuth Capital Management
05.2023 - 08.2023
Master of Science - Finance
Michigan State University
Bachelor of Arts - Communications and Media
University of Michigan
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