Jennifer Coombs

Founder of GradMoney, Financial Blogger

Contributor's Links: GradMoney Jenny Coombs.com

Jennifer Coombs has nearly a decade of experience in the investment world, with a variety of titles and investing functions from trading to model building. GradMoney was created from a desire to change the way young adults view the stock market and a desire to save the general public thousands of dollars over the course of their lives by researching and investing in stocks for themselves - avoiding expensive brokers and management fees.

She is often sought as an engaging and energetic speaker for a variety of audiences. In November 2015, Jennifer delivered her first TEDx talk in Jersey City, entitled "Investing for a Better World: Using Wall Street to Implement Social Change."

She was a Senior Equity Research Analyst at Wall Street Strategies, Inc. (WSS) in New York City. At WSS, she was responsible for the technical and fundamental analysis of the entire stock market for recommendations to individual investors, while also publishing daily economic analysis for the general public. Prior to this, she worked on the buy side as an Associate Equity Research Analyst covering the transportation subsector of the industrials sector at AIG SunAmerica Asset Management Corporation. Jennifer also covered Real Estate Investment Trusts (REITs) and has done broader research for the industrials, financials and consumer sectors.

Prior to joining their research department, Jennifer worked as a Trading Assistant, activity responsible for SunAmerica's index funds valued at over $7 billion. She also worked as an intern in the client portfolio management department at Dwight Asset Management Company - a fixed income subsidiary of Goldman Sachs.

Jennifer graduated with distinction from Clarkson University where she earned a B.S. in Financial Information Analysis and Political Science, with minors in Economics and Law. Jennifer has a unique knowledge of international markets, and also studied East Asian Economics at Sungkyunkwan University in Seoul, South Korea. Jennifer is currently a member of the New York Society of Security Analysts (NYSSA). She currently resides in Denver, Colorado.

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Advancing Women Through Sustainable Investing

Wednesday, December 2, 2020 7:55 PM EST

Although we are two decades into the 21st Century, there is still not much discernible difference between the demographics of the financial services sector compared to forty years ago.

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July 2018 US Unemployment Rate

Wednesday, August 29, 2018 4:34 AM EST

The US unemployment rate fell to 3.9 percent in July 2018 from 4.0 percent in June, matching market expectations. The jobless rate touched an 18-year low of 3.8% in May.

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What Would Happen If Tesla Went Private?

Friday, August 24, 2018 4:15 AM EST

Tesla’s shares have indeed been highly volatile in the last 12 months, dropping from $389 in September 2017 to $248 in April and climbing back to $380 on Wednesday.

In this article: TSLA

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US GDP Highest Growth Rate In 4 Years

Tuesday, August 7, 2018 4:54 AM EST

The US economy advanced an annualized 4.1 percent on quarter in the second quarter of 2018, well above an upwardly revised 2.2 percent expansion in the previous period and in line with market expectations.

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US Retail Sales Picking Up Steam

Friday, August 3, 2018 4:30 AM EST

US retail trade rose by 0.5 percent month-over-month in June 2018, following an upwardly revised 1.3 percent advance in May and matching market expectations. June's gains were mainly boosted by increases in purchases of motor vehicles.

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Current State Of The American Unemployment Rate

Tuesday, July 31, 2018 7:10 AM EST

The US unemployment rate rose to 4 percent in June 2018 from 3.8 percent in the previous month, which was the lowest since April 2000. The number came above market expectations of 3.8 percent as more entered the labor force.

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Dear Activist Investors: Socially Responsible Investing

I want to talk about an important way that the general public can practice socially responsible investing - all without a degree in finance or even investing in the market at all.

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Work Experience

Title:	Associate Professor
Company:	College for Financial Planning
Time Period:	December 2016 - Present (5 years 2 months)
Description:	Lead instructor for the Accredited Asset Management Specialist (AAMS), Foundations in Financial Planning (FFPN) and the Chartered Mutual Fund Counselor (CMFC) programs.Subject Matter Expert for the Accredited Wealth Management Advisor (AWMA), Accredited Portfolio Management Advisor (APMA), and the Chartered Retirement Planning Specialist (CRPS) programs.

Title:	Founder & Blogger
Company:	GradMoney
Time Period:	July 2015 - Present (6 years 8 months)
Description:	Founded a unique investing education webinars aimed towards showing college students, young adults, and novice investors how to open a brokerage account and do simple fundamental, technical, and economic analysis for their individual portfolios, and incorporates supplement networking opportunities with alumni working in the financial sector.

Title:	Contributor Acquisition Manager - Head of Campus Outreach
Company:	Seeking Alpha
Time Period:	March 2016 - June 2016 (4 months)
Description:	Communicating the value of Seeking Alpha’s platform to business students by making presentations at colleges and universities, and work with campus ambassadors to be Seeking Alpha's on-site representative. Additionally, I assisted in the development of platform-level outreach with the collegiate community and manage stock pitch competitions, communicating regularly with various host club competition coordinators.

Title:	Senior Equity Research Analyst
Company:	Wall Street Strategies Inc.
Time Period:	September 2013 - July 2015 (1 year 11 months)
Description:	Developed in-depth equity research reports on publicly traded companies in various sectors and subsectors, including but not limited to: Industrials, Consumer, Materials, Agriculture and Energy. Additionally, featured research reports, charts and stock recommendations via CEO, Charles Payne on various radio shows and Fox Business TV shows: “Making Money with Charles Payne” and “Varney & Co.”

Title:	Associate Equity Research Analyst
Company:	AIG SunAmerica Asset Management Co.
Time Period:	January 2011 - August 2013 (2 years 8 months)
Description:	Analyzed and recommended stocks in Consumer Discretionary, Financials, REITs, and currently Industrials/Transports sectors, and presented stock recommendations with analytical analysis to company’s CIO, portfolio managers and senior analysts

Title:	Trader - Index Funds
Company:	AIG SunAmerica Asset Management Co.
Time Period:	November 2009 - December 2010 (1 year 2 months)
Description:	Ensured error-free information each day by reconciling trades, cash balances in funds, bank statements, and corporate actions, an co-managed eleven index funds valued at $7 billion by determining the trading of futures contracts and ETFs used to equitize cash.

Title:	Intern - Investments
Company:	AIG SunAmerican Asset Management Co.
Time Period:	June 2008 - August 2008 (3 months)
Description:	Provided analytical support to the CIO and Large-Cap Value Portfolio Manger on specific projects and stock ideas.

Title:	Intern - Client Portfolio Management
Company:	Dwight Asset Management (Goldman Sachs)
Time Period:	May 2007 - August 2007 (4 months)
Description:	Constructed a composite of quarterly client market/book ratios for portfolio managers; utilized by marketing for investor materials. Additionally, developed a spreadsheet to calculate monthly Modified Dietz returns, historical returns and provided performance analysis, and researched portfolio stable value spot-yield rates compared with 5-year US Treasury spot-yields for individual clients’ access sites.

Education

School Name:	Clarkson University
Degree:	Bachelor's of Science (B.S.)
Time Period:	2005 / 2009
Fields of study:	Majors: Financial Information Analysis, Political Science Minors: Law, Economics

Jennifer Coombs

ALL CONTRIBUTIONS

Advancing Women Through Sustainable Investing

July 2018 US Unemployment Rate

What Would Happen If Tesla Went Private?

US GDP Highest Growth Rate In 4 Years

US Retail Sales Picking Up Steam

Current State Of The American Unemployment Rate

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