Kyle Wortman

About Me

Hello! I’m a Finance & Information Systems student at UW-Madison, passionate about combining finance, consulting, and sustainability to drive impactful change.

Location

Madison, WI
Briarcliff Manor, NY
Education
    University of Wisconsin-Madison
    September 2023 - May 2027
    expected degree
    Bachelor's
    majors
    Finance
    Management Information Systems
Work Experience
    Raymond James Financial, Inc.
    Wealth Management Intern - Private Markets
    New York City, NY, United States, 10075
    June 2025 - August 2025
    company
    Raymond James Financial, Inc.
    title
    Wealth Management Intern - Private Markets
    SideShift
    Project Manager
    Madison, WI, United States, 53794
    January 2025 - May 2025
    Voss Organics
    Strategy Consultant
    Madison, WI, United States, 53794
    February 2024 - May 2024
Fun Fact

I’m training for my first marathon!

Skills
Technical skills
Microsoft OfficePython (Programming Language)SQLTableau
Skills
ConsultingInformation SystemsInvestment StrategiesLeadershipSelf MotivationSustainability
Hobbies
Running
Golfing
Tennis
Cooking