Will Greteman
President at Iowa State University Wall Street Club- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Iowa State University Wall Street Club
-
United States
-
Banking
-
1 - 100 Employee
-
President
-
Aug 2023 - Present
Ames, Iowa, United States
-
-
-
Phi Kappa Psi Fraternity
-
United States
-
Non-profit Organizations
-
200 - 300 Employee
-
Vice President of Finance - Iowa Beta Chapter
-
Jan 2023 - Present
Ames, Iowa, United States
-
-
-
Hennepin Partners
-
United States
-
Investment Banking
-
1 - 100 Employee
-
Investment Banking Summer Analyst
-
Jun 2023 - Aug 2023
Minneapolis, Minnesota, United States
-
-
-
Iowa State University Investment Group
-
United States
-
Investment Management
-
1 - 100 Employee
-
Financials Sector Leader
-
Jan 2023 - Aug 2023
Ames, Iowa, United States - Led successful Financial portfolio buy pitch totaling ~5.7k - Led team of analysts managing Financial portfolio worth ~$32.7k (NYSE: V, NYSE: PJT, NYSE: LAMR, NYSE: APO, NYSE: BAC, NYSE: WRB)
-
-
Member
-
Aug 2022 - Jan 2023
-
-
Financials Sector Leader
-
Jan 2022 - Aug 2022
Ames, Iowa, United States - Led successful Financial portfolio buy pitch totaling ~$3.1K - Led team of analysts managing Financial portfolio worth ~$27.3k (NYSE: ATH, NYSE: BAC, NYSE: BX, NYSE: LAMR, NYSE: PJT, NYSE: WRB)
-
-
Energy Sector Leader
-
Aug 2021 - Jan 2022
Ames, Iowa, United States - Led team of analysts managing Energy portfolio worth ~$16.0K (NYSE: BEP, NYSE: BEPC, NYSE: FSLR, NYSE: OKE, NYSE: PSX)
-
-
Consumer Sector Leader
-
Jan 2021 - Aug 2021
Ames, Iowa, United States - Led successful Consumer portfolio sell/buy pitch totaling ~$2.6K - Led team of analysts managing Consumer portfolio worth ~$20.0K (NYSE: BUD, NYSE: CPB, NYSE: MAR, NYSE: NKE, NYSE: ULTA, NYSE: WMT)
-
-
Financial Sector Analyst
-
Aug 2020 - Jan 2021
Ames, Iowa, United States - Performed coverage of The Blackstone Group (NYSE: BX)
-
-
-
McGill Junge Wealth Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Investment and Planning Associate Intern
-
May 2022 - Aug 2022
West Des Moines, Iowa, United States
-
-
-
Midwest Heritage, A Hy-Vee Company
-
United States
-
Financial Services
-
1 - 100 Employee
-
Ag/Commercial Lending Intern
-
Jun 2021 - Aug 2021
-
-
Education
-
Iowa State University
Bachelor's degree, Accounting and Finance -
ESSEC Business School