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Board Observer
Oct 2023
Xendoo is a VC-backed fintech company located in Fort Lauderdale, Florida providing financial peace of mind to small business owners through online bookkeeping, accounting, and tax services. We are a team of real people who care about the financial success of small business owners around the world.
Follow us and tune in for quick tips and videos that will help you make the most informed decisions for business growth!
Visit xendoo.com to get started, or email support@xendoo.com to speak to a customer success representative.
-Xendoo Team
Experience ยท 5 entries
All (5)
Investments (3)
Board (1)
2024
Security Analyst
Aug 2024
The Roland George Investment Fund is a student run investment fund that manages ~$7.2M of capital. The Roland George Program develops their own investment goals, objectives and criteria to manage the portfolio.
Students in the program learn the essential functions of portfolio management by being exposed to a variety of leadership opportunities within the program. Students also utilize softwares such as the Bloomberg Terminal and Thomson Reuters Eikon to perform multivariate investment research and analysis.
Students must defend their recommendations to other students and an investments committee, dominated by students who function much like the senior strategy group of an investment management firm. Their goal is to earn a return that funds the acquisition of special systems and software for the program, as well as to meet operating expenses. Presentations are held in a corporate-like boardroom setting in the Lynn Business Center. Twice a year, student presentations are open to the greater community at RGIP Public Trustee Meetings.
Program size is limited to roughly 40 students and is made up of two class sections, Equity Fund Management and Fixed Income Management.
The Roland George Program program was started on August 20, 1980 when assets of $500,000 were endowed to Stetson University. This gift fulfilled the dream of the late Mr. Roland George. He believed that students learn best from hands-on real world experience and has fulfilled his wishes to give current students an experience unlike any other.
Private Equity Intern
May 2024
1. Investment
- Market Research and Analysis
- Capital Investment
- Investment Management
2. Financial Advisory
- Corporate Finance
- Capital Raising
- Mergers and Acquisitions (M&A)
3. Financial Education
2023
Board Observer
Oct 2023
Xendoo is a VC-backed fintech company located in Fort Lauderdale, Florida providing financial peace of mind to small business owners through online bookkeeping, accounting, and tax services. We are a team of real people who care about the financial success of small business owners around the world.
Follow us and tune in for quick tips and videos that will help you make the most informed decisions for business growth!
Visit xendoo.com to get started, or email support@xendoo.com to speak to a customer success representative.
-Xendoo Team
Analyst for Hatter Angel Network
Aug 2023
Stetson University is a top-ranked college, located near beaches and theme parks in sunny Central Florida.
With a diverse and vibrant campus, this small private university has been ranked among the best by U.S. News & World Report, The Princeton Review, Colleges of Distinction and Fiske Guide to Colleges.
The university combines academic excellence in more than 100 areas of study with hands-on learning through research, study abroad and internships. Students thrive in small classes and receive individual attention from first-rate faculty.
Students come from across America and 56 countries, and enjoy more than 100 clubs and organizations like Greek Life, and club and intramural sports, as well as robust NCAA Division 1 Athletics, including football.
Stetsons historic campus in DeLand has been named one of the most beautiful college campuses in the South and one of the most pet-friendly ones, too, in the country.
Investment activity
2023โ2024 ยท 3 investments
Recent (last 2 years)Earlier
