Kelly Wenzel
Equity Research Analyst @Usf Student Managed Investment Fund
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WORK HISTORY
Equity Research Analyst @Usf Student Managed Investment Fund
Developing integrated 3-statement projections and sensitivity analyses to assess valuation and downside risk - Performing earnings call analysis, peer benchmarking, and industry trend evaluation to guide portfolio strategy- Preparing and pitching equity reports with buy/sell recommendations to portfolio managers
EDUCATION
University of South Florida
Bachelor's degree, Double Major in Finance and Psychology
Batavia Sr High School
High School Diploma
ABOUT KELLY WENZEL
Hi! Nice to meet you. I am currently in my undergrad at USF, and have a strong interest in how human behavior influences financial decision-making. Studying Psychology has helped me understand how people think and what motivates them, while my Finance coursework gives me the technical foundation to assess markets, manage risk, and approach problems with a data-informed mindset.I’m particularly interested in the growing space where finance, technology, and ethics overlap. I want to contribute to solutions that are not just efficient, but fair, transparent, and designed with people in mind. Whether that’s through improving financial tools, contributing to ethically aligned fintech projects, or working with organizations that prioritize long-term value over short-term gain, I want to be part of building a better financial system.I\'m currently looking for roles in fintech or ethical finance where I can bring together both analytical and behavioral perspectives. If you\'re involved in this space or know someone who is, I\'d love to connect! Have a wonderful day.
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