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Adam Lippe

Adam Lippe

Followers of Adam Lippe718 followers
location of Adam LippeHartville, Ohio, United States

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  • Timeline

  • About me

    Incoming Debt Capital Markets Summer Analyst at Huntington Securites. Executive Board Associate of the Ohio University Student Equity Management Group

  • Education

    • Lake High School

      2018 - 2022
      High School Diploma

      Activities and Societies: Varsity Football Captain, Varsity Baseball Captain, National Honor Society, Academic Top 25, Student Mentor, Teacher Aid, GenYes IT Program GPA: 4.47/4.0 Class Rank: 4/297

    • Ohio University

      2022 - 2026
      Bachelor of Business Administration - BBA Finance and Business Analytics Junior

      Activities and Societies: Ohio University Student Equity Management Group (OUSEMG), Financial Management Association (FMA), Accounting Student Tutor

  • Experience

    • OUSEMG

      Sept 2022 - now

      • Executive Board Associate

        Jan 2025 - now

      • Head Analyst

        Dec 2023 - Jan 2025

      • Analyst

        Dec 2022 - Dec 2023

      • Intern Analyst

        Sept 2022 - Dec 2022

    • The Timken Company

      May 2023 - Aug 2023
      Financial Planning and Analysis Intern

      In the summer of 2023, I worked as an FP&A intern at The Timken Company (TKR). Timken is a global manufacturer of engineering bearings and power transmission products, operating in 42 countries. In my role, I aided in sales forecasting for Timken’s Front End Units / Sales Areas. I developed two dynamic interactive dashboards in Microsoft Power BI Desktop to show visual trends on company sales and business area ownership on a monthly and yearly scale. I also created forecast accuracy templates to drill into select business areas of the company to highlight forecast trends on a selected accuracy threshold. Show less

    • Huntington National Bank

      May 2024 - Aug 2024
      Portfolio Management Analyst Intern

      In the summer of 2024, I worked as a Portfolio Management Analyst Intern at Huntington Private Bank. In my role, I supported 12 portfolio managers, wealth advisors, and trust officers to provide wealth and investment management services to high net-worth individuals. I also prepared investment packets, generated monthly allocation and bond maturity reports, and proposed trades to maximize returns in client portfolios.

  • Licenses & Certifications

    • Bloomberg Market Concepts Certification

      Bloomberg
      Apr 2024
      View certificate certificate

    • WSO Financial Statement Modeling

      Wall Street Oasis
      Nov 2023

    • Data Manipulation in Python

      DataCamp
      Apr 2025