Daniel Poppe, CFA
Senior Research Analyst at Flexible Plan Investments, Ltd.- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteJul, 2022- Nov, 2024
Experience
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Flexible Plan Investments, Ltd.
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United States
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Financial Services
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1 - 100 Employee
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Senior Research Analyst
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Jul 2022 - Present
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Research Analyst
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Apr 2021 - Jul 2022
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Junior Research Analyst
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Jan 2019 - Apr 2021
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Oakland University Student Managed Investment Fund
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Rochester, Michigan
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Student Portfolio Manager
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Jan 2018 - Apr 2018
• Performed financial modeling on currently held equities and potential additions for the energy and utilities sectors • Wrote research reports on analyzed equities • Presented findings to the portfolio's advisory board • Performed financial modeling on currently held equities and potential additions for the energy and utilities sectors • Wrote research reports on analyzed equities • Presented findings to the portfolio's advisory board
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AAM - American Axle & Manufacturing
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United States
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Automotive
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700 & Above Employee
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Internal Audit Intern
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Jun 2017 - Aug 2017
• Conducted audits to ensure proper safeguarding of company assets • Ensured adherence to company policies and procedures • Assisted in compliance with Sarbanes Oxley act of 2002 • Conducted audits to ensure proper safeguarding of company assets • Ensured adherence to company policies and procedures • Assisted in compliance with Sarbanes Oxley act of 2002
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Education
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2014 - 2018
Oakland University
Bachelor of Science - BS, Finance -
2014 - 2018
Oakland University
Bachelor of Science - BS, Business Economics -
2014 - 2018
Oakland University
Honors College -
2010 - 2014
Walled Lake Northern High School
Diploma
Community
