Jack Warning

Venture Investor

2022

Business Development & Innovation

2021 - 2022

Growth Associate

2020 - 2021

Associate

2019 - 2021

Executive Member

2019 - 2021

Financial Analyst

2017 - 2019

Founding President

2015 - 2017

- National council awarded me the honor to found and lead this organization on our campus - Nominated for Most Promising New Business Organization in the Tippie College of Business - Achieved an exponential growth of membership and prestige since inception

Treasury & Finance Intern

2016 - 2016

- Created a daily cash flow balance model, reducing the previous model’s deviation by 20% - Maintained a $30 million cash balance and recommended numerous investments varying around $10 million - Assisted in the set-up of a new check system for Elkay with the PNC banking team

Krause Fund Equity Analyst

2016 - 2016

- The Krause Fund (tippie.uiowa.edu/krause) is a $350K endowed equity portfolio managed by undergraduate finance students at the Tippie College of Business. - Responsible for industry and company research in the Material and Industrial Sectors and for building robust financial models using discounted cash flow (DCF), economic profit, relative valuation, and dividend discount analyses. - Present Buy/Sell recommendations to the Fund’s advisory board and work with the Krause Fund research team to determine final selections and portfolio weightings

Financial Advisor Intern

2015 - 2015

- Enhanced my wealth management knowledge by shadowing day to day operations of a senior broker - Obtained my own clientele base of 400 leads through sourcing and cold calling - Prepared and presented customized financial plans specific to the clients

Commodity Broker Intern

2014 - 2015

- Talked to more than 150 potential leads per day promoting the firm's style of trading - Gained knowledge from the Senior Brokers about strategies and terminologies - Analyzed potential leads' financial past then determined a desired route of possible investment - Non-profit internship