Dajour Stephens

I am a recent University of Wisconsin–Madison graduate with several years of experience in customer-facing roles. Through my work in retail, hospitality, and professional office environments, I have developed strong communication, organization, and problem-solving skills while providing excellent service to customers and clients. I enjoy working with people, creating a welcoming environment, and helping others have a positive experience.

I am dependable, detail-oriented, and comfortable balancing multiple responsibilities.

Private Wealth Management Intern at Robert W. Baird (2025-05 – 2026-05)

• Collaborated with senior Financial Advisors to conduct equity research, fund analysis, and portfolio reviews, delivering data-driven investment recommendations tailored to high-net-worth client objectives across wealth management and advisory contexts
• Developed quarterly performance summaries and client-facing presentation materials that improved reporting consistency and streamlined communication between advisors and clients
• Built 3-statement financial models and DCF analyses to evaluate long-term equity viability, supporting both client advisory conversations and internal investment decision-making processes

Corporate VC & Business Analytics Extern at Hp Tech Venture (2024-08 – 2024-10)

• Assessed 50+ pre-seed to Series A startups across AI and SaaS verticals, performing due diligence on burn rates, cap tables, revenue models, and competitive positioning to form structured Buy/Avoid investment recommendations
• Researched startup metrics, industry data, team, and business models using Excel and SQL, determined product differentiation and strategy across startups and constructed market maps across various startup sectors

Trust Intern at National Advisors Trust (2024-06 – 2024-08)

• Reviewed trust agreements, wills, and legal documents to support senior advisors in structuring customized fiduciary and estate planning solutions for a diverse client base
• Gained hands-on experience with wealth management platforms and client account management, developing a strong foundation in trust administration, fiduciary responsibilities, and private banking services
• Prepared and presented a comprehensive project summary to senior management, outlining findings, analytical methodologies, and strategic recommendations

Student Engagement Specialist at Legends/Wisconsin Foundation and Alumni Association (2023-09 – 2024-12)

• Calling various groups associated with UW-Madison discussing new development on campus and asking for financial support towards private funds and gifts of the University, creating a deeper connection with our constituents
• Raised over $2 million as a collective team each year towards university funds as 18% of UW Madison budget comes from the Alumni Association

Bachelor of Business Administration in Finance, Investment, & Banking – University of Wisconsin-Madison (2026-05)

Study Abroad in Prague, Czech Republic – Council on International Educational Exchange (CIEE) (2025-01 – 2025-05)