John Raymundo

Trading Specialist at GeoWealth
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Feb, 2020
    - Nov, 2024
  • Securities Industry Essentials Exam
    FINRA
    Aug, 2019
    - Nov, 2024

Experience

  • GeoWealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Trading Specialist
      • Jul 2022 - Present

  • Cresset
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Associate, Trading Operations
      • Apr 2021 - Jun 2022

      Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered investment advisors. Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered investment advisors.

  • Blackmore Partners Inc
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Private Equity BD/Software Developer Intern
      • Jun 2020 - Dec 2020

      • Conducted industry research on several target industries • Led the CRM team as intern team leader, excelled in taking initiative to start new projects that improved certain team KPIs by over 50% • Founded and led the Blackmore IT/Software developer team. Kickstarted and worked on projects that automated and improved various business processes. Increased the time efficiency of a tedious task by 30% (Primarily utilized Python for automation scripts) • Led a project to create a new marketing campaign on Infusionsoft that utilizes a custom python script to query our database and has engaged 500 contacts so far. • Conducted due diligence and target company research for an international client

  • Theseus Fund
    • United States
    • Investment Management
    • Student Equity Analyst
      • Nov 2019 - May 2020

      Conducted research on companies within the Energy and Materials Sectors to prepare timely, informative presentations that facilitate future decision making. Streamline the consolidation of fund positions and update metrics accordingly. Conducted research on companies within the Energy and Materials Sectors to prepare timely, informative presentations that facilitate future decision making. Streamline the consolidation of fund positions and update metrics accordingly.

  • Amazon
    • United States
    • Software Development
    • 700 & Above Employee
    • Sortation Associate
      • Jun 2019 - Aug 2019

      Performed various warehouse operations in Amazon's MDW5 sortation center. Performed various warehouse operations in Amazon's MDW5 sortation center.

  • Darien Municipal Services
    • Darien IL
    • Summer Worker
      • Jun 2016 - Aug 2016

      Assisted Full Time employees on municipal tasks and office duties Assisted Full Time employees on municipal tasks and office duties

Education

  • University of Iowa
    B.A. Informatics and Economics, Computer Science
    2016 - 2020

Community

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