CEO of Mizzou Investment Fund
Greater St. Louis Area
- Current
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- Caring for Columbia Steering Committee at University of Missouri
- Business Week Steering Committee at University of Missouri
- CEO, Ex-Trader at Mizzou Investment Fund
- Robert J. Trulaske, Sr. College of Business Ambassador at University of Missouri
- Student Health Advisory Council Member at University of Missouri Health Care
- Academics Director at Alpha Epsilon Pi Fraternity
- Past
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- New Greek Education Facilitator at University of Missouri
- Academic Tutor at University of Missouri
- Global Wealth Management Intern at Morgan Stanley
- Education
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- University of Missouri-Columbia, College of Business
- Recommended
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1 person has recommended David - Connections
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46
connections
- Industry
- Financial Services
David Kram’s Summary
I will be graduating with a BSBA in Finance, Summa Cum Laude, from the Trulaske College of Business at the University of Missouri in May 2010. I am currently seeking full-time opportunities within the financial services industry. I currently serve as Chief Executive Officer of the Mizzou Investment Fund, a multi-million dollar endowment of the Robert J. Trulaske, Sr. College of Business. I also have had experience working with high-net-worth clients during my internship with Morgan Stanley's Global Wealth Management Group. Please contact me for a resume!
David Kram’s Specialties:
investment management, asset management, wealth management, securities trading, financial analysis, organization, communication, marketing, branding, professional networking, consulting
David Kram’s Experience
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Caring for Columbia Steering Committee
University of Missouri
(Educational Institution; Higher Education industry)
November 2009 — Present (5 months)
-Collaborated with fellow committee members to plan a day of service in Columbia, MO community
-Responsibilities include: management of online media content, including Twitter/Facebook, as well as development of marketing plan for event -
Business Week Steering Committee
University of Missouri
(Educational Institution; Higher Education industry)
November 2009 — Present (5 months)
-Responsibilities include: development and execution of marketing plan, and management of online media marketing initiatives
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CEO, Ex-Trader
Mizzou Investment Fund
(Financial Services industry)
August 2009 — Present (8 months)
-Currently serve as Chief Executive Officer of the fund, directing all activities and initiatives of the organization
-Past trader of the multi-million dollar investment portfolio
-Conducted research and analysis on individual securities for investment -
Robert J. Trulaske, Sr. College of Business Ambassador
University of Missouri
(Educational Institution; Higher Education industry)
April 2008 — Present (2 years )
-Discussed academic, organizational, social, and scholarship opportunities with prospective students and parents
-Assisted with Business Career Fair, Meet Mizzou Day, Scholars Night, Preview MU, and other recruiting events
-Represent College of Business at various events throughout year -
Student Health Advisory Council Member
University of Missouri Health Care
(Educational Institution; Hospital & Health Care industry)
February 2007 — Present (3 years 2 months)
-Served as a liaison between the student body and the Student Health Center
-Successfully implemented marketing initiative to raise awareness of annual flu clinic -
Academics Director
Alpha Epsilon Pi Fraternity
(Non-Profit Organization Management industry)
August 2006 — Present (3 years 8 months)
-Analyzed academic standing and progress with fraternity members
-Assisted in planning and development of fraternity's philanthropy, a bi-annual event that raises over $50,000 for the American Cancer Society, earning recognition as the nation's largest single-fraternity philanthropy -
New Greek Education Facilitator
University of Missouri
(Educational Institution; Higher Education industry)
April 2008 — November 2008 (8 months)
-Instructed classroom of 40 students on the history and important issues regarding the Greek system at Mizzou
-Led discussions on diversity, substance abuse, sexual health, and community responsibility issues -
Academic Tutor
University of Missouri
(Educational Institution; Higher Education industry)
February 2007 — November 2008 (1 year 10 months)
-Assisted more than 60 students in finance, marketing, management, economics, accounting, business law and statistics
-Developed academic success plan for students and reviewed proper study habits and test-taking skills -
Global Wealth Management Intern
Morgan Stanley
(Public Company; MS; Financial Services industry)
May 2008 — August 2008 (4 months)
In this role, I gained experience in the ultra high-net-worth client segment. I conducted research and analyzed various investment product for client portfolios. I participated in meetings between clients and financial advisors, discussing the clients' financial goals and objectives of their portfolio of investments. I produced quarterly and annual performance reports, investment policy statements, net worth and asset allocation statements, as well as comparisons between various investment products and services offered to clients. I developed proficiency in Microsoft Excel, and also had experience with Thomson One financial software. I successfully streamlined daily office tasks using Microsoft Access and Outlook, increasing efficiency and improving group’s client focus. In addition, I assisted in the organization and development of marketing materials and web publications of an independent company offering financial education seminars to clients in multiple cities in the Western U.S. I also maintained the accounting records for this business, and was an instrumental part in the production and successful launch of the company's website.
David Kram’s Education
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University of Missouri-Columbia, College of Business
BSBA , Finance , 2006 — 2010 (expected)
- Activities and Societies:
- College of Business Ambassador
Beta Gamma Sigma
Sam Walton Scholars
Alpha Epsilon Pi Fraternity
Academic Tutor
VP of Alumni, Rho Epsilon Real Estate Fraternity
New Greek Education Leader
Student Health Advisory Council
Volunteer, Student Health Center
Volunteer, Habitat for Humanity
Volunteer, American Red Cross
Additional Information
David Kram’s Interests:
investing, financial analysis, wealth management, stock market, networking, sports, exercising, running, learning
David Kram’s Groups:
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Alpha Epsilon Pi -
Mizzou Alumni -
St. Louis Mizzou Alumni -
Morgan Stanley Active & Alumni -
Alpha Epsilon Pi Fraternity Alumni -
Beta Gamma Sigma - The International Honor Society Recognizing Business Excellence -
Trulaske College of Business Networking Group -
LinkedUp Mid-Missouri
David Kram’s Honors:
Mizzou '39 Award
College of Business Dean's List (7/7 semesters)
Sam M. Walton Scholarship
Beta Gamma Sigma Business Honor Society
David and Jeannie Price Scholarship
University of Missouri Curators Scholarship
Bill and Connie Yancey Scholarship
Missouri Bright Flight Scholarship
Harry Hall Trice Memorial Scholarship
St. Louis Alumni at Monsanto Scholarship
Delmar and Glenna Burton Scholarship
David Kram’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- expertise requests
- reference requests
- getting back in touch
