JP Witkop, AAMS®

Experience

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  Mastercard

  Jan 2013 - Jan 2013

  Treasury

  • Collaborate with Business Challenge team to leverage MasterCard’s brand and business model to develop a group payment application to target college students • Conducted market research, designed an app prototype, and produced a pricing model for our team product• Presented our potential product to a panel of judges, MasterCard employees and executives • 2013 MasterCard Summer Intern Business Challenge Winner-winning product patented by MasterCard• Complete a quality control assessment of ~$7 billion in collateral documents• Researched and calculated risk exposures to MasterCard over the past decade by evaluating 10-K forms • Assisted in the maintenance of customer collateral documents by completing verifications in MasterCard’s Member Risk Monitoring System• Presented completed projects and takeaways from my experience to Corporate Finance employees and senior managers Show less

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  OTR Global

  Jan 2013 - Jan 2013

  Investment Research

  • Researched firms for potential partnership acquisitions by analyzing their revenue, size, and function in order to extend OTR’s client base • Update asset flows, trading volume and commissions • Contact and sell international product to European institutional investors • Provide management with contact lists of Portfolio Managers at target hedge funds

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  Algonquin Advisors

  Jan 2014 - Jan 2016

  Research Analyst

  - Identify suitable opportunities through the firms top-down, macroeconomic investment approach- Due diligence on portfolio investments- Analyst coverage across all asset classes - hedge funds, private equity, real assets, and long-only- Active contributor and voting member of the firm’s Investment Committee- Collaborate to tactically tilt client portfolios to take advantage of the macroeconomic landscape- Present recommendations to the firm’s Investment Committee to be voted on for approval- Proficient with Bloomberg Terminal and Morningstar Direct- Series 65 Show less

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  LPL Financial

  Jan 2016 - Jan 2018

  Financial Analyst - Financial Planning & Analysis
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  Raymond James

  Jan 2018 - now

  Witkop Financial Group - Private Wealth Management for Professional Hockey Players, Business Owners and High Net Worth IndividualsBranch Manager - Irvine, CA https://www.raymondjames.com/witkopfinancialgroup/about-us/bio?_=JP.Witkop

  • Vice President

    Nov 2024 - now

  • Wealth Manager

    Jan 2018 - Nov 2024