Kevin Kloskowski
Tampa,FL
Overview
2
2
years of professional experience
1
1
Certification
Work History
Transitions Onboarding Associate
Raymond James
12.2025 - Current
- - Processed and validated account transfer and distribution documentation (ACAT/contra-firm transfers, ACH instructions, beneficiary designations) ensuring regulatory compliance and operational accuracy
- - Managed high-volume client account data and collaborated with advisor transition teams to execute seamless asset transfers and minimize client disruption
- - Facilitated the setup and transfer of directly held assets including mutual funds, annuities, life insurance policies, and IRA distributions
Derivatives Trader
Black Water Capital
06.2025 - 11.2025
- - Conduct real-time futures scalping using footprint charts, Smart DOM, and cumulative delta
- - Analyze macroeconomic trends to form both short-term trades and long-term outlooks
- - Build and test algorithmic trading systems
Venture Capital Intern
Stony Lonesome Group LLC
06.2024 - 09.2024
- - Conducted market research and due diligence on startups
- - Analyzed pitch decks and assessed business models
- - Tracked key metrics and performance of portfolio companies
- - Supported the preparation of investment memos and partner meeting materials
Education
Bachelor of Science - Finance
University of Tampa, Sykes College of Business
Tampa, FL05.2025
Skills
- Microsoft Office: Excel, Word, PowerPoint
- Other Proficiencies: Capital IQ, Pitchbook, Salesforce, Kwanti, Bloomberg Terminal, Tableau
Certification
- Bloomberg Market Concepts (BMC)
- A series of credentials through an e-learning course that provides an interactive way to discover financial and economic concepts deeply while familiarizing them with the Bloomberg Terminal
- Corporate Financial Institute Courses
- Equity Allocation for Wealth Management, Reading Financial Statements, Accounting Fundamentals
Timeline
Transitions Onboarding Associate
Raymond James
12.2025 - Current
Derivatives Trader
Black Water Capital
06.2025 - 11.2025
Venture Capital Intern
Stony Lonesome Group LLC
06.2024 - 09.2024
Bachelor of Science - Finance
University of Tampa, Sykes College of Business