Jeff K.

Jeff K.

5.0

(2)

Equity Research | Hedge Fund | Air Force Veteran

W. P. Carey School of Business - Arizona State University Logo

Studied at W. P. Carey School of Business - Arizona State University

Decade Renewable Par Logo

Works at Decade Renewable Par

Available tomorrow at 2:00 PM UTC

Questions? Start chatting with this coach before you get started.

Jeff's Coaching Offerings

Custom hourly · $100/hr

Get help with LinkedIn Review, Investment Recommendations, and .

Jeff also coaches for Transitioning from the Military and Hedge Fund. View all.

Jeff’s Equity Research Qualifications

Experience level: Associate

Welcome to my profile! With a robust background in finance and equity research, I bring a wealth of experience to my coaching practice. As an Associate Director at UBS, I honed my skills in equity valuation and portfolio development, and now serve as an Equity Research Analyst at Decade Renewable Partners. My academic journey includes an MBA in Finance and International Business from the W. P. Carey School of Business at Arizona State University and a BS in Economics from the United States Air Force Academy. I have successfully coached 5 individuals, helping them navigate the complexities of equity research and achieve their career goals. Whether you're looking to break into the field or advance your current position, I'm here to provide tailored guidance and support. Let's connect and chart your path to success in equity research!

Jeff can help with:

LinkedIn Review

Investment Recommendations

Promotion Strategy

Valuation

Resume Review

Financial Analysis

Salary Negotiation

Equity Research Strategy

Behavioral Interview Prep

Jeff also coaches for Transitioning from the Military and Hedge Fund. View all.

Work Experience

Decade Renewable Par Logo

Equity Research Analyst

Decade Renewable Par

March 2025 - Present

Long/Short hedge fund - Equity Research Analyst covering Regulated Utilities

UBS Logo

Associate Director, Equity Research

UBS

August 2023 - March 2025

Equities, Equity Valuation and +4 skills

UBS Logo

Associate Director, Ultra-High Net Worth Portfolio Specialist

UBS

January 2022 - August 2023

Equities, Fixed income and +4 skills

United States Air Force Logo

Finance Controller

United States Air Force

July 2020 - May 2022

Controller, Treasury Management and +1 skill

United States Air Force Logo

FP&A Manager

United States Air Force

May 2017 - June 2020

Financial Planning and Analysis (FP&A), Cost Estimation and +1 skill

Education

W. P. Carey School of Business - Arizona State University Logo

W. P. Carey School of Business - Arizona State University

Master of Business Administration - MBA, Finance and International Business

2018 - 2020

Activities and societies: Google Student Veteran Summit, Investment Banking & Consultant Club, Alternative Investment Fund Club, and Trading Markets & Investment Club

United States Air Force Academy Logo

United States Air Force Academy

Bachelor of Science - BS, Economics

2013 - 2017

Activities and societies: NCAA Div-1 Baseball Team, NCAA Div-1 Cycling Team, Space Operations, Expeditionary Survival and Evasion Training (ESET) Cadre, Basic Cadet Training (BCT) Cadre, Powered Flight Program, Jump Parachuting Program Dean's List (Academics), Commandant's List (Military), and Athletic Director's List (Athletics)

2 Reviews

Overall Rating

5.0

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Jeff K.

Jeff K.

5.0

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