
Ben Kappler
Lead Camp Counselor

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About me
Trader, Investment Analyst
Education

University of Arizona
2018 - 2019Master of Science - MS Finance, GeneralCurrently pursuing a MSF degree at UA's Eller College of Management.

Northern Arizona University
2015 - 2017Bachelor of Science - BS Political Science and GovernmentActivities and Societies: Researcher - Homecoming Stakeholder Survey and Intercept Study; Client - Office of the President

University of Arizona
2012 - 2014Bachelor of Arts - BA PSYCHOLOGYTransferred to Northern Arizona University to pursue a Political Science degree.
Experience

Camp Adventure
May 2011 - Jul 2011Lead Camp CounselorSummers Only; May - July 2011/12/13/14• Served as a lead counselor supervising children in their daily camp activities, 8+ hours per day • Advised incoming counselors in areas regarding child safety, coworker communication and job effectiveness. • Responsible for training a select junior counselor (aged 17-18) as well as mentoring CITs (Counselor-in-Training, aged 14-16). • Provided exciting and fun camp experience to all in attendance through enthusiastic participation and leading by example Show less

Tucson Country Day School
Aug 2013 - Jan 2014Lead Aftercare Counselor• Supervised large groups of students in an after school program, including special needs cases • Responsible for student safety, and communicating with parents about after school issues • Addressed issues between coworkers and helped resolve any ongoing problems• Assisted in coordinating and overseeing exciting and educational extracurricular activities while encouraging improved counselor participation

Sam's Club
Jun 2015 - Jun 2016Sales Associate• Assisted members in product location and facilitated excellent shopping experience• Assisted coworkers in merchandise presentation and improved team communication• Accessed vast stock database, processed online orders and prepared incoming/outgoing inventory• Received many commendations for demonstrating superior customer service and work ethic

Arizona House of Representatives
Jan 2017 - May 2017Majority Research Intern (Non-Partisan)• Tracked and researched legislation, affected laws and industries, throughout the legislative process • Researched and synthesized information regarding topics of energy, natural resources, land, agriculture, rural affairs and the environment • Participated in stakeholder meetings involving state legislators, heads of various private and public organizations, boards, businesses, community leaders and the general public • Presented bill summaries and provided briefings throughout the legislative process for consideration by state legislators Show less

Camp Adventure
Apr 2017 - Jul 2017Camp Director• Managed 40+ staff, aged 15 - 60 + years, including terminations, hiring & training for childcare, customer service, leadership and administrative roles• Scheduled and coordinated camp-wide activities, functions and events including budgeting and fundraising duties to account for camp expenses/revenues, activities and field trips• Facilitated positive client interaction including communicating with parents and vendors to obtain camp supplies, merchandise and food• Facilitated effective conflict resolution between staff, coworkers, parents and camp attendees Show less

TCI Wealth Advisors
Feb 2020 - nowTrader II● Rebalancing, analyzing, and approving trades to implement investment allocations, manage cash balances and ensure intended exposures for client portfolios● Reviewing hypothetical rebalances, potential capital gain consequences, and suggesting modifications for strategies to achieve best investment outcome and experience for clients● Providing trading support to advisory teams including research, education on best practices and creation of solutions to complex trading and non-trading scenarios Show less
Licenses & Certifications
- View certificate

University of Arizona Leadership Endorsement
UA Student Engagement & Career DevelopmentMay 2019 - View certificate

Excel 2016: Pivot Tables in Depth
Lynda.comNov 2017 
CFA I Candidate
CFA Institute- View certificate

Bloomberg Market Concepts Certification
Bloomberg LPDec 2018
Honors & Awards
- Awarded to Ben KapplerODK Conditional Member Omicron Delta Kappa National Leadership Honor Society Jan 2019 National Leadership Honor Society- Demonstrate Leadership in 1/5 phases of campus life; Scholarship, Athletics, Service, Arts, or Media- Participate in routine volunteer service events to support the local community
- Awarded to Ben KapplerEller Grad Grant Eller College of Management Aug 2018 Monetary award recognizing academic achievement and expected future contribution to the program.
- Awarded to Ben KapplerAims High Honors Tuition Scholarship Arizona Board of Regents Aug 2012 Full tuition coverage for four consecutive years of upper education at a state institution.
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