Jacob Rossi

Security Analyst at American University Student Managed Investment Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Washington, District of Columbia, United States, US

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Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Feb, 2023
    - Sep, 2024
  • Financial & Valuation Modeling
    Wall Street Prep
    Feb, 2023
    - Sep, 2024
  • Advanced, Nitrox Open Water Diver
    International Training - SDI ~ TDI ~ PFI ~ ERDI ~ First Response Training
    Jul, 2019
    - Sep, 2024

Experience

  • American University Student Managed Investment Fund
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Security Analyst
      • Aug 2023 - Present

      Energy Energy

  • American University Real Estate Investment Trust
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • May 2023 - Present

      Specialty & Self-Storage

    • Security Analyst
      • Jan 2023 - May 2023

    • Junior Analyst
      • Nov 2022 - Jan 2023

  • The Reeded Edge, Inc.
    • United States
    • Office Administrator
      • Aug 2019 - Sep 2023

      • Guided operations and administration to 14,000 reoccurring clients for the firm • Led drafting and listing of coins, currency, and precious metals • Ensure each customer receives a detailed invoice for every purchase and confirm contact information • Oversaw the responsibility for managing the large inventory properly • Required knowledge of all U.S. minted coins and currency from every year, denomination, and mint location • Guided operations and administration to 14,000 reoccurring clients for the firm • Led drafting and listing of coins, currency, and precious metals • Ensure each customer receives a detailed invoice for every purchase and confirm contact information • Oversaw the responsibility for managing the large inventory properly • Required knowledge of all U.S. minted coins and currency from every year, denomination, and mint location

  • Wisp Resort
    • United States
    • Recreational Facilities
    • 1 - 100 Employee
    • Ski Instructor
      • Nov 2020 - Jan 2022

Education

  • American University - Kogod School of Business
    Business, Finance
    2022 - 2026

Community

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