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DAVID SPIVAK
EDUCATION
The University of Kansas Lawrence, Kansas
Bachelor of Science, Finance; Minor in Economics, GPA: 3.8/4.0 Anticipated May 2018
Office of Study Abroad Merit Scholarship Recipient
The Jennett Finance Scholars Program May 2016 – Present
One of 20 finance majors chosen in a competitive selection process based on outstanding academic achievement,
demonstrated leadership and initiative, and defined career aspirations in finance. Includes scholarship.
London School of Economics and Political Science London, United Kingdom
Finance 250, Asset Valuation and Corporate Finance August 2016
WORK EXPERIENCE
Morgan Stanley Kansas City, Missouri
Wealth Management Intern August 2016 – Present
Support portfolio managers and assess clients’ personal risk tolerance, asset allocation, and specific needs.
Pursue new client relationships by actively prospecting via phone calls, creating client deliverables, and scheduling
meetings; informing potential clients about the firm’s services and goals.
Smartrade Partners Kansas City, Kansas
Investment Analyst Intern May 2016 – July 2016
Performed sector and industry specific research, and individual security analysis using services such as S&P Capital
IQ and FactSet.
Developed and presented a comprehensive research report of Google’s revenue relationship with YouTube to
executive management, directly impacting a strategic business decision.
Utilized intuition to evaluate an opportunity between the price of crude oil and the consumer discretionary sector.
National Bank of Kansas City Kansas City, Kansas
Commercial Banking Intern May 2015 – August 2015
Developed research reports and gained experience within the bank’s finance, credit risk, commercial lending,
consumer lending, mortgage lending, operations, and strategy departments.
Engaged colleagues as an efficient branch operational team, balanced daily work, and studied monthly financials.
Performed teller functions in accordance with established bank policies, procedures and regulations.
Actively led a team of fellow interns in a millennial strategy conference with CEO and executive management.
LEADERSHIP & INVOLVEMENT
KU Student Finance Association Lawrence, Kansas
President, Founder January 2016 – Present
Founder of an accredited, highly active, and rapidly growing student organization formed with the goal to connect
like-minded students with a similar passion. The organization guides personal success through the sharing of
knowledge and exposure to opportunities and financial concepts.
Coordinate goals effectively with the School of Business, Undergraduate Business Council, and corporate sponsors.
Responsible for all aspects of the organization such as budgeting, event planning, recruitment, marketing,
communications, development, and the leadership board.
J.P. Morgan Chase & Co. Chicago, Illinois
BA Early Advantage Program April 2016
One of 80 undergraduate students selected from over 2,400 applicants to attend J.P. Morgan’s Chicago program.
Collaborated with globally diverse students to effectively complete public speaking, mock interview, and leadership
exercises while gaining exposure to various sectors of the firm.
Boy Scouts of America, Troop 91 Kansas City, Kansas
Eagle Scout November 2004 – November 2014
Led and developed renovation project of 100-foot exterior wall at City Union Mission homeless shelter.
Mentored and guided group of younger scouts.