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Micheal Muench, MBA
Portfolio Manager; CFA Research Challenge Team Captain
Micheal Muench is an US Army veteran who served two tours of duty in Afghanistan, which included time spent in the infamous Korengal valley. He earned a B.B.A from The University of North Florida with a concentration in Finance graduating with a 3.5 GPA. His favorite courses included behavioral finance and international finance. After graduating from UNF in the spring of 2014, he went to work for BiLo holdings as a category analyst. In this role he was responsible for demand forecasting and product vendor communications. Micheal left BiLo to follow his passion for finance by accepting a position at Merrill Lynch's tax reporting department. He continued to work throughout the 2014 tax season, becoming a subject expert in account reconciliation due to pending wash sales. After the tax season he was brought on as a workflow coordinator for a new US Trust team. In this role he was responsible for reporting his team's efficiency metrics as well as customer service level agreements. After having the opportunity to interact with US Trust asset managers Micheal made the choice to pursue his MBA and is currently enrolled in Jacksonville University's accelerated program. Micheal has continued to pursue his passion for finance by signing up for JU student investment fund where he is currently an analyst for the metal and commodity sectors. He will also be taking part in an independent study with Dr. Wang in the spring semester to help further his knowledge of the finance industry. After graduating from JU he intends to pursue a career in sales and trading, FX, or derivatives, with the long term goal of obtaining a PhD in Finance.
Joseph Byun, MBA 2018
Joseph graduated from the University of North Florida with a Bachelors in Finance and also played golf on the college golf team. After college, he went on to work at Deutsche Bank in the credit trading group. He then moved to Advent Software where he is currently a data analyst. Joe has just begun his graduate program at Jacksonville University. He is pursuing his MBA with a focus in accounting and finance. He is poised to finish school in 2018. He plans on getting into the banking industry upon graduation. As of late, teaching golf could also be another option and later in life, he would like to open a restaurant. Golf and food are his true passions in life. Other hobbies include fishing, paintballing, practicing yoga, and helping people.
Bryan Shell, BBA 2017
Analyst; CFA Research Challenge Team Member
Bryan Shell is an undergraduate senior expected to graduate the spring of 2017 with a dual major in Business Management and Finance. While attending Jacksonville University, Bryan has been a part of the National Society of Leadership and Success and throughout the past 3 years has been a reoccurring Dean's list and President's list participant. His work experience gathered from various internships has provided him strong team collaboration skills, leadership skills and organizational skills. After graduation in spring, Bryan plans on attending graduate school to achieve his MBA from Jacksonville University. He takes extreme interest in the financial industry and hopes to pursue a path in Investment Banking with an understanding of the competition involved. Bryan is very excited to participate in the Dolphin Student Investment Fund (DSIF) because of the opportunity it will provide to learn valuable information from experienced professionals and alumni. He is a sponge and is eager to start absorbing all that he can about the wonderful finance industry.
Michelle Hanes, BBA 2017
Michelle Hanes is an undergraduate senior. She will be graduating with a double major in Accounting and Finance in the spring of 2016. During her time at Jacksonville University she has been inducted into many honors societies including, Phi Kappa Phi and Beta Gamma Sigma. She is also the associate leader of the Brumos Circle of Excellence Leadership Development Program and is also a member of the Accounting Club and the National Society of Leadership and Success. She has also been on the Dean's List every semester in her career and has been on the President's List as well.Over the summer Michelle worked as an Accounting Assistant at Hanes Supply Inc. Her previous work experience has given her an abundance of knowledge on how to work as a team and collaborate with CPA's. After graduation, Michelle plans to pursue her CPA and MBA.Through the Dolphin Student Investment Fund, Michelle hopes to gain tools that she can use later on in her career and throughout her life. She particularly hopes that her involvement in this fund will give her great networking opportunities and experience in the financial world.
Christopher Cartwright, BBA 2017
Analyst; CFA Research Challenge Team Member
Christopher Cartwright is currently a junior at Jacksonville University. There, he double majors in Finance & Accounting. He has also taken up a minor in Applied Mathematics. At JU, he maintains an overall GPA of 3.77. He also has an Accounting & Finance GPA of 3.9. He expects to graduate in the spring of 2017 with a BBA in the previously mentioned areas of Accounting and Finance. Having had upwards of two years of customer service experience, Chris is eager to leverage that, along with his educational background, to enter the Finance field. A step in that direction is the valuable experience he expects to gain over the summer of 2016. He will complete a summer internship at Macquarie Group, a global investment firm new to the Jacksonville market. His career plans follow a similar trajectory. With experience gained from the Dolphin Student Investment Fund, interning at a major investment firm and a strong background in Accounting, many options present themselves. While not definitive, he's looking forward to a career in which he can use all of these skills he's acquired during his time at Jacksonville University. While at JU, Chris has had the opportunity to join a few clubs. Some of these, such as "FIBER" and the Accounting Club, have been geared toward professional development. Others, such as the National Society for Leadership and Success, have been geared toward personal development. He has also been a member of the Brumos Circle of Excellence. As a member of this group of the top 10% of DCOB students, the social and professional development was invaluable. As the valedictorian of his High School, Chris attends Jacksonville University on a Presidential Scholarship. Through outstanding scholarship during his time at Jacksonville University, he has also had the honor of accepting scholarships from outside groups such as Financial Executives International as well as the Institute of Internal Auditors. With no illusions, Chris is aware of the requirements of success. That is, hard work and diligence are key. However, with the support of family, friends, and the JU community, he is eager to take, head on, whatever challenges the future holds.
Hanna McMahon, BBA 2017
Analyst; CFA Research Challenge Team Member
Hanna McMahon is a hardworking student that knows how to time manage very well. She is a double major in both Finance and Accounting and maintains a overall 3.8 GPA, with a 4.0 in finance, and 3.8 in accounting. This summer Hanna spent her time in Greensboro, North Carolina working for The Global Brands Group in the Procurement department. This is an international company based out of New York and Hong Kong, and required her to learn all different systems, such as SAP, Excel, Varian, and more. Hanna also works on campus as a student tutor, for all classes she has taken in the Davis College of Business. She spends ten to twenty hours helping other students succeed. She has made the deans list every semester since her first semester at Jacksonville University. She is a new member of is Beta Gamma Sigma, and is a club for the top 1% of the Davis College of Business students, including graduate students. Additionally she is the Historian for The Brumos Circle of Excellence, in which this clubs brings in speakers from all organizations to network and meet with a selective group of students. To qualify for this club she was within the top 5% undergraduate students in the D.C.O.B. In addition, in Fall 2015 Hanna was selected as an honorable mention in the Top 40 Edition of Advantage Magazine. This is an honor in which her bio and picture were placed in the Advantage Magazine. She is the current President for the Jacksonville University Accounting Club. Moreover, Hanna is a division 1, Jacksonville University, athlete in the sport of beach volleyball. She was named Atlantic Sun All Academic every semester since she started school. Hanna also made All-Academic Beach Volleyball team. This team is for the students that maintained at least a 3.30 GPA, played in at least 50 percent of their team's contests, and have been at their academic institution for at least a year. Additionally, she is the current President for Student Athlete Advisory Committee. For this club, they do fundraisers for multiple charitable organizations throughout the country. In addition, her coach nominated her to attend Phin Academy, in which she is able to attend meetings that teach etiquette and networking techniques. Overall, Hanna is a well-rounded student that brings multiple perspectives to the table. We know her time management will help us succeed with all our portfolio.
David Yidi, BBA 2017
David Yidi is a senior in Jacksonville University graduating in Finance and International Business (Summer 17), with clear goals to prepare himself to work in Finance and private endeavors. Coming from Barranquilla, Colombia and having industrial background, his intentions are to seek a job in this sector to provide a diverse and analytical strategy formulation. He came to the United States whenever he was 15-year-old to attend a private high school in Miami, FL. This past year he received the Dean's List certificate consecutively, showing that his hard work and dedication aligned.
As a member of DSIF he will apply all his experience and time to research in investment opportunities, such as security analysis and stock ideas to grow the fund. So therefore future students will be able to take advantage of this learning experience as well. Since young, he was taught many virtues and real work experience by having to analyze problems and solutions. His curiosity for business keeps motivating him to learn and grow in our society. The Finance industry captured his attention at an early age, seeking apply in an investment strategy after graduation. Overall this opportunity will help him to achieve an investment banking job, as well as help other coming members.
In his short term goals, he plans to certify himself with series 7 and 66, to then later attend further educations while working full time. Aside from his professional goals he is passionate with his girlfriend, shooting sports, fishing, and having multicultural experiences while traveling. Overall his long term goals are to invest in the markets and achieve a career in Investment Banking. He plans to achieve this by implementing his guidelines of responsibility, as he will always strive for something better, always humble, and motivated.
Derek Andrake, BBA 2017
Derek Andrake is entering the 2016 fall semester as a fifth-year senior, who is continuing to perform well in and out of the classroom as he just earned 3.8 GPA this past spring semester, boosting his overall GPA to a 3.56. He also completed his final season as a member of the men's lacrosse team at Jacksonville University where he had the honor of being one of three senior captains. Derek anticipates graduating in the spring of 2017 with a major in Sport Business and a minor in Finance.Prior to this school year Derek was an intern for the Jacksonville Jaguars from May of 2015 until August of 2015. There he worked in the Ticket Sales and Customer Retention department as well as the Financial Analysis and Planning department. Some of his duties included creating spreadsheets for sales reports and departmental budgets, creating sales leads, planning/executing events, and performing net present value reports for potential sponsors. One of the reports Derek made and presented to the CFO of the Jaguars ended up becoming a new sponsor of the Jaguars. Derek's career plan is to initially land an internship with an investment bank or wealth management firm. He then aspires to become a financial analyst and get his career in investment moving. He eventually hopes to rise his way up to an advisor position and even higher for a well-respected bank or firm on Wall Street. Currently, Mr. Andrake does not have any professional licenses, but he hopes to get his CFA one day.Derek was a member Jacksonville University's men's lacrosse team for four years. At the start of his senior year he was given the honor of being a Captain of the program.Derek was inducted to the National Society of Leadership and Success during his sophomore year. He also was recognized as a Top 40 student in the Davis College of Business at Jacksonville University. As mentioned above he also was captain of the men's lacrosse team. He received a small yet generous scholarship from his local church in his hometown of Manlius, New York. The scholarship is known as the "Father Kevin Scholarship" named in honor of a former Priest. He also received an academic scholarship from the University.As an athlete Derek's interests are deeply rooted in sports. Whether he's competing or spectating he can always enjoy the competition of sport. Derek also enjoys music, history, the beach, and finance. His hobbies include cooking, reading, snowboarding, golf, and working out.
Angela Krautstrunk is from Seattle, Washington and is a United States Navy veteran. She served for six years onboard the USS Rushmore (LSD 47) stationed out of Naval Base San Diego. Angela is the proud wife of a sailor, who is stationed onboard the USS Philippine Sea stationed out of Mayport, Florida. She is also a mother of one daughter and two dogs. She loves reading, family time, movies, the Pacific Northwest and the Seattle Seahawks. Angela received her Real Estate Sales Certificate from the Florida Real Estate Institute in 2015. She graduated with her AA from Florida State College at Jacksonville in the spring of 2016 and then transferred to Jacksonville University to pursue a bachelor's in finance. Currently, she senior at JU and will be graduating in the summer of 2017. Upon graduation, Angela plans to pursue a graduate degree in finance and, after obtaining her MBA, Angela hopes to obtain a career in investment banking, security analysis, real estate investments, or the SEC.
Anthony Lischio, BBA 2017
Anthony is an undergraduate senior who majors in Finance. He has a 3.7 GPA and will be graduating the spring of 2017. He has made the dean's list every semester since his sophomore year. Anthony works in the grocery department at Publix, where he is responsible for inventory accuracy, reviewing orders, procuring special orders, constructing displays and the candy and natural foods sections. He has been twice recognized as Associate of the month. After graduation, he will be moving to Boston where his wife will be earning a Masters in Actuarial Science from Boston University. While in Boston, Anthony intends to work in either equity research or corporate finance, and plans on earning his MBA, with a long-term goal of earning a Ph. D. and working for the Federal Reserve. Anthony also enjoys coffee, playing guitar and photography, dogs and spending time with his wonderful wife Felica.