Spencer Klumpp

Junior Analyst at Core Trading Consultants
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Contact Information
Location
US

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Credentials

  • Microsoft Excel (Microsoft 365 Apps and Office 2019)
    Microsoft
    Dec, 2020
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Junior Analyst
      • Sep 2019 - Present

      Manage a $60,000+ portfolio where I make buy/sell recommendations based on market research and security analysis. Manage a $60,000+ portfolio where I make buy/sell recommendations based on market research and security analysis.

    • United States
    • Beverage Manufacturing
    • Retail Sales Associate
      • May 2020 - Jan 2021

      Responsible for all sales activities, from greeting customers, answering questions, offering assistance, suggesting items, and lending opinions and providing product information. Responsible for all sales activities, from greeting customers, answering questions, offering assistance, suggesting items, and lending opinions and providing product information.

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Accounts Payable Specialist
      • Aug 2017 - Aug 2019

      Performed day-to-day financial transactions, including verifying, classifying, and recording accounts payable data. Worked on increasing department efficiency through the Toyota Production System by monitoring and making changes to daily procedures. Performed day-to-day financial transactions, including verifying, classifying, and recording accounts payable data. Worked on increasing department efficiency through the Toyota Production System by monitoring and making changes to daily procedures.

Education

  • Ithaca College
    Bachelor of Business Administration - BBA, Accounting and Finance
    2019 - 2023

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