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 ... more
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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| GLD | SPDR Gold Trust ETF |
| Associate Professor | |
| College for Financial Planning | |
| December 2016 - Present (3 years 5 months) | |
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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. |
| Founder & Blogger | |
| GradMoney | |
| July 2015 - Present (4 years 10 months) | |
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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. |
| Contributor Acquisition Manager - Head of Campus Outreach | |
| Seeking Alpha | |
| March 2016 - June 2016 (4 months) | |
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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. |
| Senior Equity Research Analyst | |
| Wall Street Strategies Inc. | |
| September 2013 - July 2015 (1 year 11 months) | |
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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.” |
| Associate Equity Research Analyst | |
| AIG SunAmerica Asset Management Co. | |
| January 2011 - August 2013 (2 years 8 months) | |
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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 |
| Trader - Index Funds | |
| AIG SunAmerica Asset Management Co. | |
| November 2009 - December 2010 (1 year 2 months) | |
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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. |
| Intern - Investments | |
| AIG SunAmerican Asset Management Co. | |
| June 2008 - August 2008 (3 months) | |
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Provided analytical support to the CIO and Large-Cap Value Portfolio Manger on specific projects and stock ideas. |
| Intern - Client Portfolio Management | |
| Dwight Asset Management (Goldman Sachs) | |
| May 2007 - August 2007 (4 months) | |
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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. |
| Clarkson University | |
| Bachelor's of Science (B.S.) | |
| 2005 / 2009 | |
| Majors: Financial Information Analysis, Political Science Minors: Law, Economics |
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