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Kyle R.

Jacobsen
1444 W Lil Ben Trail, Flagstaff, Arizona 86005
(928) 221-8728 | kjacobsen4@email.arizona.edu

EDUCATION
University of Arizona Tucson, Arizona
Bachelor of Science in Business Administration, Finance Expected May 2019
 Cumulative GPA: 3.73 / 4.0
 Honors: Wildcat Excellence Award, Eller Management Information Systems Zipperman Scholar Award, Dean’s List with
Highest Academic Distinction, 2x Dean’s List Distinction, Fielding-Singh Finance Excellence Award

WORK EXPERIENCE
Citigroup New York, New York
Markets Summer Analyst June 2018 – August 2018
 Rotated through U.S. Equity Trading Strategy, Non-linear Rates Gamma Trading, and Multi-Product Credit Sales positions
 Produced morning color, desk analysis, and monthly publications while networking with industry professionals
 Formulated and presented three relevant trade ideas across different asset classes in a team setting for specific clientele

Ventana Canyon Golf and Racquet Club Tucson, Arizona


Assistant Junior Tennis Pro September 2018 – May 2018
 Taught weekly junior tennis clinics to students and residents of a pristine and highly-regarded club
 Oversaw the tennis facility and managed daily sales, operations, and assisted customers with any athletic-related inquiries

Merrill Lynch Tucson, Arizona


Private Wealth Management Intern May 2017 – August 2017
 Served as a direct liaison between clients and advisors to align the needs of 8,000+ branch clients with products offered by
Merrill Lynch wealth managers
 Implemented niche prospecting strategies to filter over 2,000 leads through CRM software increasing client retention by 5%
 Performed portfolio analysis and pitched restructuring allocations for five different wealth management teams containing a
combined clientele with more than $300M in AUM

LEADERSHIP & INVOLVEMENT


Alpha Kappa Psi Professional Business Fraternity Tucson, Arizona
New Member Instruction Chair & Former Vice President February 2017 – Present
 Administer mock professional interviews to promote confidence and quality within future business leaders
 Create a curriculum to drive the professional and personal development of 30+ petitioning new members per semester

Wall Street Scholars Development Program Tucson, Arizona


Director of Capital Markets January 2017 – Present
 Volunteer time and talents to prepare motivated University of Arizona students for Wall Street internship recruitment
 Design 20+ lesson curriculum for rising sophomores specifically covering interview preparation and market fundamentals

Arizona Club Tennis Tucson, Arizona


Member January 2017 – Present
 Compete and practice as a member of one of Arizona’s most competitive club tennis organizations in domestic tourneys

OTHER ORGANIZATIONS, LICENSES, SERVICE PROJECTS, & INTERESTS


Other Organizations: Bobcats Senior Honorary | Financial Management Association (New York Representative) | MIS
Zipperman Scholars | Northwestern Mutual Life Insurance (Licensed Agent)
Licenses and Certifications: 1333 Life & Health Insurance Agent License | Breaking into Wall Street Excel Certification
Service Projects: Ben’s Bells Tucson | Tucson Homeless Shelter Holiday Service Team | Eller College of Management MADD
Interests: High School Golf Captain & Northeastern Arizona Regional Tourney Champion | Skiing | Creative Writing