Fitz Lodes
Discretionary Analyst at Hanley Sustainability Fund- Claim this Profile
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Bio
Credentials
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AFS Global Competence Certificate
AFS Intercultural ProgramsNov, 2021- Sep, 2024
Experience
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Discretionary Analyst
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Oct 2020 - Present
- Strategize with other members to manage a $200,000+ equity portfolio with the goal to outperform the S&P 500 while investing in companies that embrace sustainable initiatives - Contribute to investment decisions through traditional stock research, utilizing fundamental analysis and stock pitches - Participated in an eight-week Junior Analyst Program focusing on learning investment strategies, ratio analysis and economic and technical indicators - Strategize with other members to manage a $200,000+ equity portfolio with the goal to outperform the S&P 500 while investing in companies that embrace sustainable initiatives - Contribute to investment decisions through traditional stock research, utilizing fundamental analysis and stock pitches - Participated in an eight-week Junior Analyst Program focusing on learning investment strategies, ratio analysis and economic and technical indicators
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Alpha Kappa Psi - Delta Nu
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Active Member
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Sep 2019 - Present
Investment Committee - Reach out to active investment professionals to have them come inform the fraternity about the value of investing - Create presentations with committee members to teach the fraternity about basic investing knowledge Active Member - Participate in professional events to develop professional skills and gain crucial business knowledge - Engage in the recruitment process by attending events and networking with potential new members Investment Committee - Reach out to active investment professionals to have them come inform the fraternity about the value of investing - Create presentations with committee members to teach the fraternity about basic investing knowledge Active Member - Participate in professional events to develop professional skills and gain crucial business knowledge - Engage in the recruitment process by attending events and networking with potential new members
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Congregational Summer Assembly
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Non-profit Organizations
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1 - 100 Employee
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Youth Leader & Coach
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Jun 2021 - Aug 2021
- Facilitated soccer, softball, and kickball games for children aged 4-12 - Planned and led activities for youths aged 13-16 in the evenings - Strengthened social bonds for the children and youths of my community by remembering names and making sure everyone had fun - Facilitated soccer, softball, and kickball games for children aged 4-12 - Planned and led activities for youths aged 13-16 in the evenings - Strengthened social bonds for the children and youths of my community by remembering names and making sure everyone had fun
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Ruffalo Noel Levitz
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United States
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Higher Education
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700 & Above Employee
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Student Fundraiser
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Feb 2021 - May 2021
- Called alumni and friends of the university to update them about current events at the university and encourage donations - Developed strong oral communication abilities and marketing skills - Personally raised thousands of dollars in donations for the university - Called alumni and friends of the university to update them about current events at the university and encourage donations - Developed strong oral communication abilities and marketing skills - Personally raised thousands of dollars in donations for the university
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Flyer Enterprises
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United States
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Food and Beverage Services
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100 - 200 Employee
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Sales Associate
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Feb 2020 - Jan 2021
- Communicate with customers in a respectful manner to complete sales - Maintain the store by sterilizing surfaces and making sure items are fully stocked - Communicate with customers in a respectful manner to complete sales - Maintain the store by sterilizing surfaces and making sure items are fully stocked
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D&D
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France
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Wholesale Building Materials
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Odd Jobs
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Jul 2020 - Aug 2020
Started an odd jobs business with my friend as a way to make money during a time when less businesses were hiring. Posted flyers on facebook and around our community to find clients. Work ranged from cleaning houses, chopping up fallen trees, moving furniture in/out of houses, Landscaping, and anything else people needed. Started an odd jobs business with my friend as a way to make money during a time when less businesses were hiring. Posted flyers on facebook and around our community to find clients. Work ranged from cleaning houses, chopping up fallen trees, moving furniture in/out of houses, Landscaping, and anything else people needed.
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Congretional Summer Assembly
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United States
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Civic and Social Organizations
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Lifeguard
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Jul 2016 - Feb 2020
- Ensure safety of patrons in water and on beach by being aware of environment - Maintain beach facilities and keep beach clean by emptying trash and loose litter - Re-trained in waterfront safety every two years - Ensure safety of patrons in water and on beach by being aware of environment - Maintain beach facilities and keep beach clean by emptying trash and loose litter - Re-trained in waterfront safety every two years
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Cabbage Shed
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United States
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Food & Beverages
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1 - 100 Employee
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Host and table busser
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Jul 2019 - Aug 2019
- Cooperate with other employees in running the host stand and seating customers - Assisted waiters whenever they needed help cleaning off tables or setting up new ones - Prepared food for chefs in the kitchen and helped run plates in and out of the kitchen - Cooperate with other employees in running the host stand and seating customers - Assisted waiters whenever they needed help cleaning off tables or setting up new ones - Prepared food for chefs in the kitchen and helped run plates in and out of the kitchen
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Education
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2019 - 2023
University of Dayton
International studies, undecided -
2015 - 2019
St. Louis University High
Community
