Top Wealth Management Interns in Greater Los Angeles Area
Jacqueline Gilbert
Sales Director
Greater Los Angeles Area
Sales Director
Senior Account Executive (Acquired by Telenor)
Account Executive
Senior Account Manager
Client Services Manager
Account Manager
Interactive Media Planner
Assistant Media Planner
Marketing Executive, London, UK
Wealth Management Intern
University of Southern California
University of Southern California
Arizona State University
Recommendations: 8
DoubleClick
Marketing
Market Research
Advertising
Salesforce.com
Competitive Analysis
Digital Media
Media Planning
j****[email protected]
Linda Hsu
Marketing Director
Greater Los Angeles Area
Marketing Director
Senior Associate
Marketing
Client Associate
Global Wealth Management Intern
Public Relations Intern
University of California, Los Angeles
University of Sussex
Recommendations: 4
Data Analysis
Mutual Funds
Marketing
Valuation
Asset Management
Research
Investments
Public Speaking
l****[email protected]
Benjamin Kim
Manager, Digital Activation
Greater Los Angeles Area
Manager, Digital Activation
Account Manager, Mobile
Private Wealth Management Intern
Senior Account Manager
Manager, Paid Social
Campaign Optimization Manager
Ad Ops Specialist
University of Notre Dame
Recommendations: 3
Online Advertising
Strategic Planning
Advertising
Financial Modeling
Finance
Marketing
Ad Networks
Mobile Advertising
b*****@alumni.nd.edu
Ravisha Agarwal
Asst. Project Manager
Greater Los Angeles Area
Asst. Project Manager
Financial Services Intern
Marketing Intern
Wealth Management Intern
Risk Advisory Intern
Private & Export Finance Intern
University of Southern California - Marshall School of Business
ESCP
Recommendations: 2
Market Research
Project Management
Financial Modeling
Financial Analysis
Marketing
Corporate Finance
Data Analysis
Microsoft Excel
r****[email protected]
a****[email protected]
Noe Garcia
Director of Sales
Greater Los Angeles Area
Director of Sales
Wealth Management Intern
Sales Executive
UCLA
Recommendations: 2
E-commerce
Business Development
Start-ups
Marketing
Strategic Partnerships
Online Marketing
Online Advertising
Sales
n****[email protected]
n****[email protected]
Yingfei (Fiona) Wang
Audit Assistant
Greater Los Angeles Area
Audit Assistant
Global Wealth Management Intern
Marketing Intern
Finance Student Associate
University of Southern California - Marshall School of Business
University of Southern California - Marshall School of Business
University of Southern California - Marshall School of Business
San Gabriel Academy
Recommendations: 2
Microsoft Excel
Data Analysis
Stata
Oracle SQL
Microsoft Office
PowerPoint
Mandarin
Accounting
y****[email protected]
Shubham Agarwal
Private Wealth Management Intern
Greater Los Angeles Area
Private Wealth Management Intern
Training Course
Supply Chain and Financial Analyst
Drexel University - LeBow College of Business
Recommendations: 1
Microsoft Excel
Teamwork
Financial Reporting
Economics
Team Leadership
Financial Accounting
Microsoft Office
Financial Analysis
s****[email protected]
Oscar Wong
Business Analyst
Greater Los Angeles Area
Business Analyst
Expansion Controller Intern
Chief Financial Officer
Ignition Centre Intern
Corporate Finance Intern
Worldwide Field Operations Intern
Wealth Management Intern
Corporate Finance Intern
Administrative Intern
Stanford University
University of Cape Town
Freie Universität Berlin
Alhambra High School
Recommendations: 1
o****[email protected]
Enrique CRPC®
Company Name
AIG
Greater Los Angeles Area
Company Name
AIG
Company Name
Kravitz, Inc.
Wealth Management Intern
California State University, Northridge
Recommendations: 1
Leadership
Sales
Variable Annuities
Customer Service
Marketing
Relationship Management
Team Leadership
Recruiting
e****[email protected]
Mai Kang
Account Manager
Greater Los Angeles Area
Account Manager
Senior Research Manager
Media Research Intern
Sales Communication Intern
Division Marketing Intern
Marketing and Product Development Intern
Marketing/PR Intern
Market Research Assistant
Wealth Management Intern
University of Southern California - Marshall School of Business
University of Southern California
New York University
Recommendations: 1
Market Research
Competitive Analysis
Data Analysis
CRM
Marketing
Advertising
Analysis
Marketing Research
m****[email protected]
Tam Luu
Incoming Summer Analyst
Greater Los Angeles Area
Incoming Summer Analyst
Transaction Analyst
Finance Analyst
Private Wealth Management Intern
Real Estate Valuation Analyst
University of California, Berkeley
John H. Francis Polytechnic Magnet High
Recommendations: 1
Vietnamese
Mule ESB
PaaS
Open Source
Valuation
Salesforce.com
Financial Projection
Financial Accounting
t****[email protected]
Take Momiyama
Summer Intern Consumer Products/Consulting
Greater Los Angeles Area
Summer Intern Consumer Products/Consulting
Summer Wealth Management Intern
Contract: Web/graphic designer
Assistant Manager
Marketing Coordinator
Pepperdine University, The George L. Graziadio School of Business and Management
University of Oregon
Recommendations: 1
Allyson Weber
Contract Administrator
Greater Los Angeles Area
Contract Administrator
Business Associate
Vice President Of Finance
Wealth Management Intern
Receptionist
Vice President of Fraternal Relations
Loyola Marymount University
Oxford University, Queen's College
William S. Hart High School
Recommendations: 0
Finance
Microsoft Excel
PowerPoint
Leadership
Microsoft Word
Microsoft Office
Accounting
Access
a****[email protected]
Vivian Van
Assistant Manager/UNIQLO Manager Candidate (UMC)
Greater Los Angeles Area
Assistant Manager/UNIQLO Manager Candidate (UMC)
Camp Counselor
Wealth Management Intern
University of Southern California - Marshall School of Business
Università Commerciale 'Luigi Bocconi'
Recommendations: 0
v****[email protected]
Alex Heikali
Investment Banking Analyst - Industrials Mergers & Acquisitions
Greater Los Angeles Area
Investment Banking Analyst - Industrials Mergers & Acquisitions
Investment Banking Summer Analyst - Mergers & Acquisitions
Investment Banking Summer Analyst
Private Wealth Management Intern
Cornell University
Milken Community High School
Recommendations: 0
Capital IQ
Financial Modeling
Valuation
Bloomberg
DCF
Corporate Finance
Economics
Bloomberg Terminal
a*****@cornell.edu
Ariana Wall
Blended learning mathematics instructor
Greater Los Angeles Area
Blended learning mathematics instructor
Blended Learning Instructor
Geometry and Trigonometry teacher
Physics tutor
Branch Manager
Wealth Management Intern
marketing/financial interns
University of Nevada-Las Vegas
University of Southern California
Recommendations: 0
a****[email protected]
Asher Hoffman, Esq.
Attorney
Greater Los Angeles Area
Attorney
Associate Attorney
Senior Consultant
Summer Associate
Judicial Intern
Clerk
Wealth Management Intern
Real Estate Transaction Legal Clerk
New York Law School
Yeshiva University
Recommendations: 0
Legal Writing
Legal Research
Intellectual Property
Microsoft Excel
Licensing
Microsoft Word
PowerPoint
Microsoft Office
a****[email protected]
Greg Shames
Student
Greater Los Angeles Area
Student
Wealth Management Intern
Financial Analyst
Director Of Operations
University of Wisconsin-Madison - School of Business
Oakwood Highschool
Recommendations: 0
Microsoft Excel
Public Speaking
Microsoft Office
Real Estate
PowerPoint
Microsoft Word
Customer Service
Marketing
g****[email protected]
Thu Huynh
Senior Analyst, Performance and Analytics
Greater Los Angeles Area
Senior Analyst, Performance and Analytics
Vice President Board of Directors
Performance Analyst
Investment Operations Specialist
Fund Accountant
Wealth Management Intern
University of Massachusetts Boston
University of Massachusetts, Amherst
Recommendations: 0
Bloomberg
Fixed Income
Equities
Investment Management
Microsoft Office
Hedge Funds
Investments
Securities
h****[email protected]
Ian Hunter
Vice President, A&R Research
Greater Los Angeles Area
Vice President, A&R Research
Senior Director, A&R Research
A&R
Senior Analyst, Research & Analysis
Associate Analyst, Research & Analysis
Structured Products Intern
Private Wealth Management Intern
Marketing and Advertising Intern
Intern
Union College
Recommendations: 0
Alexandra (Ally) Stellati
Digital Media Manager
Greater Los Angeles Area
Digital Media Manager
Wealth Management Intern
Sales and Marketing Intern
Campus Ambassador
University of Southern California
King's College London
National Taiwan University
Buckingham Browne and Nichols School
Recommendations: 0
Social Networking
PowerPoint
Social Media
Social Media Marketing
Event Planning
International Marketing
Salesforce.com
Email Marketing
s****[email protected]
Daniel Carney
Digital Marketing Specialist & Webmaster
Greater Los Angeles Area
Digital Marketing Specialist & Webmaster
Lead Recruiter
Account Manager - Sales
Private Wealth Management Intern
Technical Recruiter
Account Specialist - Technical Sales
Senior Technical Recruitment Consultant
Technical Recruitment Consultant (Team Lead)
Marketing Intern
University of St. Thomas
Recommendations: 0
d****[email protected]
Jonah Wayte
Account Executive
Greater Los Angeles Area
Account Executive
Senior Customer Success Manager
Business Development Representative
Private Wealth Management Intern
Customer Success Manager
University of California, Berkeley
The University of Auckland
Recommendations: 0
j****[email protected]
Winnie Hui
Investment Banking Analyst
Greater Los Angeles Area
Investment Banking Analyst
Investment Banking Summer Analyst
Finance & Accounting Undergraduate Associate
Financial Analyst Intern
Wealth Management Intern
University of Southern California
Arcadia High School
Recommendations: 0
w****[email protected]
Abby Zhu
Research Analyst
Greater Los Angeles Area
Research Analyst
Overseas Programs Advisor
News Reporter
Private Wealth Management Intern
Marketing Intern
Washington University in St. Louis
Eberhard-Karls-Universität Tübingen
Georg-August-Universität Göttingen
Fontbonne Academy
Rabanus-Maurus-Gymnasium
Recommendations: 0
Economics
Microsoft Excel
Adobe Creative Suite
Social Media Marketing
Digital Humanities
Microsoft Office
Data Analysis
Creative Writing
a****[email protected]
Victor Chien
Credit Products Group Analyst
Greater Los Angeles Area
Credit Products Group Analyst
Credit Associate
Credit Analyst
Home Mortgage Consultant NMLSR# 990517
Wells Fargo Home Mortgage Intern
Global Wealth Management Intern
Claremont McKenna College
Diamond Bar High School
Recommendations: 0
Loan Origination
Mortgage Banking
Mortgage Lending
Finance
Residential Mortgages
Refinance
Analysis
Credit
v****[email protected]
v****[email protected]
Danory Spitz
Senior Consultant
Greater Los Angeles Area
Senior Consultant
Consultant
Pension Representative
Junior Consultant/Trainer
Account Manager
Service Desk Technician - Student Manager
Private Wealth Management Intern
Legal Assistant
University of Southern California - Marshall School of Business
Recommendations: 0
SAP
Consulting
Marketing
Microsoft Excel
PowerPoint
Finance
Teamwork
Customer Service
d****[email protected]
Mike Huh
Valuation Advisory Services Analyst
Greater Los Angeles Area
Valuation Advisory Services Analyst
Risk Assurance Intern
Administrative Assistant
Private Equity Intern
Wealth Management Intern
Executive Fund Manager
Advertising and Marketing Intern
University of California, Los Angeles
Cal State Fullerton
Recommendations: 0
Microsoft Excel
Microsoft Office
Microsoft Word
Financial Analysis
PowerPoint
Teamwork
Customer Service
Research
j****[email protected]
Nick Zheng
Manager, International Strategy
Greater Los Angeles Area
Manager, International Strategy
Director of Strategy, Worldwide Publishing
Wealth Management Intern
Senior Manager, International Strategy
Associate
Case Team Leader
Head of Strategy & Finance, Worldwide Publishing
Strategy Consultant Intern
University of California, Los Angeles - The Anderson School of Management
University of California, San Diego
Recommendations: 0
z****[email protected]
Kevin Hong
Investment Banking Analyst
Greater Los Angeles Area
Investment Banking Analyst
Private Equity Intern
Wealth Management Intern
Financial Advisory Intern
University of California, Los Angeles
Recommendations: 0
PowerPoint
Financial Reporting
Analysis
Microsoft Excel
Social Media Marketing
Accounting
Alternative Investments
Valuation
k****[email protected]
Takashi Yanagi
Private Wealth Management Intern
Greater Los Angeles Area
Private Wealth Management Intern
Portfolio Analyst
Investment Banking Summer Analyst
Senior Financial Analyst
University of Notre Dame
Central Academy
Des Moines Area Community College
Recommendations: 0
Microsoft Excel
PowerPoint
Microsoft Office
Microsoft Word
Social Media
Customer Service
Quantitative Research
Access
a****[email protected]
Joanna Tang
Web Content Manager
Greater Los Angeles Area
Web Content Manager
Business Technology Analyst Summer Scholar
New Student Advisor
Wealth Management Intern
Assistant Editor
Secretary, Chinese American Culture Night
University of California, Los Angeles
La Costa Canyon High School
Recommendations: 0
j****[email protected]
Ethel Shiqi Zhang
Construction Real Estate Advisory
Greater Los Angeles Area
Construction Real Estate Advisory
Financial Analyst
Global Wealth Management Intern
Finance/IT Intern
Procurement Intern
Administrative Intern
Toefl Test Mentor
University of Southern California
Alliance Française Trinidad and Tobago
Recommendations: 0
Finance
Data Analysis
Leadership
Microsoft Office
Microsoft Excel
Financial Modeling
Mandarin
Public Speaking
i****[email protected]
Samuel Callari
Wealth Planning Associate
Greater Los Angeles Area
Wealth Planning Associate
Company Name
Avanade
Fixed Income Technology/Information Analyst
Wealth Management Intern
Stevens Institute of Technology, The Westley J Howe, School of Systems and Enterprises
Stevens Institute of Technology, Wesley J. Howe, School of Technology Management
Recommendations: 0
Microsoft Excel
Microsoft Office
Analysis
Finance
Project Management
Portfolio Management
Derivatives
Business Analysis
s****[email protected]
Nicholas Huang
Financial Services Consultant
Greater Los Angeles Area
Financial Services Consultant
Mergers and Acquisitions Intern
Commercial Real Estate Intern
Property Management Intern
Wealth Management Intern
Loan Department Intern
University of Southern California - Marshall School of Business
Campbell Hall
Recommendations: 0
Lindsay Sugimoto
Analyst
Greater Los Angeles Area
Analyst
Audit Staff
Global Wealth Management Intern
University of Southern California
University of Southern California - Marshall School of Business
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften
Recommendations: 0
l****[email protected]
l****[email protected]
Michael Reed
Investment Banking Analyst
Greater Los Angeles Area
Investment Banking Analyst
Investment Banking Summer Analyst
Investment Banking Summer Analyst
Private Wealth Management Intern
Acclarent Engineering Intern
University of Southern California
Recommendations: 0
Capital IQ
Financial Modeling
Valuation
Investment Banking
Bloomberg
Financial Analysis
Microsoft Excel
PowerPoint
m****[email protected]
Stephen Ferguson%2C CPA
Associate, Transaction Advisory Group
Greater Los Angeles Area
Associate, Transaction Advisory Group
Experienced Associate
Assurance Intern
Branch Manager
Wealth Management Intern
University of California, Los Angeles
Recommendations: 0
Internal Controls
US GAAP
Auditing
Microsoft Excel
Financial Reporting
Customer Service
Accounting
Financial Analysis
s****[email protected]
Ania Kinalski
Equity Research Analyst
Greater Los Angeles Area
Equity Research Analyst
Investment Intern
Producer
Marketing Manager
Senator Aide
Research and Analysis Intern
Math/Finance/Economics tutor
Legal/Wealth Management Intern
Co-Instructor
Honorary Delegate: Professional and Academic Funding Board
Model, Sales Associate
Receptionist/Office Assistant
University of Southern California
Bishop Kelly High School
Recommendations: 0
Nonprofits
Microsoft Excel
Public Speaking
Economics
Teamwork
PowerPoint
Marketing
Microsoft Office
a****[email protected]
a****[email protected]
Julio Gil
Private Wealth Management Intern
Greater Los Angeles Area
Private Wealth Management Intern
Senior Financial Analyst, Global Strategy & Corporate Development
SVP Corporate Development
Business Development and Product Management Intern
Private Equity Analyst
SVP, Capital Placement, Investment and Analysis
Vice President
MBA Summer Intern
Investment Banking Analyst
Harvard Business School
Dartmouth College
Recommendations: 0
j****[email protected]
Derek Lem
Financial Analyst (Financial Restructuring Group)
Greater Los Angeles Area
Financial Analyst (Financial Restructuring Group)
Summer Financial Analyst (Financial Restructuring Group)
Investment Banking Summer Analyst
Investment Banking Analyst Intern
Global Wealth Management Intern
University of California, Los Angeles
Recommendations: 0
d****[email protected]
Shannon Hsu
Founder and CEO
Greater Los Angeles Area
Founder and CEO
Investment Banking Summer Analyst
Strategy and Product Management Intern
Corporate Finance & IT Intern
Wealth Management Intern
Web Developer and Designer
Williams College
Princeton University
Arcadia High School
Recommendations: 0
Social Media
Research
Entrepreneurship
Data Analysis
Graphic Design
Public Speaking
Management
Corporate Finance
s****[email protected]
Dominique Grignetti
Luxury Listings Manager
Greater Los Angeles Area
Luxury Listings Manager
Sr. Media Relations Specialist
Account Executive
Assistant to National Director of Talent
Wealth Management Intern
Administrative Coordinator
Southern Methodist University - Cox School of Business
Marymount High School
Recommendations: 0
Social Media
Social Media Marketing
Media Relations
Public Relations
Press Releases
Marketing
Marketing Strategy
Marketing Communications
d****[email protected]
Lauren Shimbo
Investment Professional
Greater Los Angeles Area
Investment Professional
Portfolio Monitoring Analyst
Wealth Management Intern
Sales Associate
Intern
University of California, Los Angeles
Recommendations: 0
Nonprofits
Community Outreach
Event Planning
PowerPoint
Facebook
Accounting
Microsoft Excel
Auditing
l****[email protected]
Alexander Fast
Investment Banking Analyst
Greater Los Angeles Area
Investment Banking Analyst
Corporate Finance Intern
Private Mathematics and Economics Tutor
Wealth Management Intern
Tulane University
Recommendations: 0
Microsoft Excel
Stata
Datafaction
PowerPoint
Quantitative
Data Analysis
Econometrics
a*****@thefasts.com
Gautam Sanbui, CSSBB
Regional Senior Analyst, FP&A
Greater Los Angeles Area
Regional Senior Analyst, FP&A
Financial & Sales Analyst
Financial / Operations Analyst
Global Wealth Management Intern
California State Polytechnic University-Pomona
Glendora High School
Recommendations: 0
Forecasting
Financial Analysis
Finance
Process Improvement
Microsoft Excel
Analysis
Financial Forecasting
Financial Modeling
g****[email protected]
Andrew Cohen
Student Caller
Greater Los Angeles Area
Student Caller
Licensed Intern
Host
Summer Financial Analyst
Sales Associate
Property Acquisition Intern
Associate, Tech+IP Advisory Group
Busboy
Financial Analyst
Investment Banking Intern
Wealth Management Intern
University of California, Los Angeles
Beverly Hills High School
Recommendations: 0
Microsoft Office
PowerPoint
Microsoft Excel
Real Estate
Financial Analysis
Public Relations
Customer Service
Valuation
d****[email protected]
Melissa Tao
Business Risk Advisory Consultant
Greater Los Angeles Area
Business Risk Advisory Consultant
Business Risk Advisory Intern
Student Associate
Intern
Global Wealth Management Intern
Global Services Intern
University of Southern California - Marshall School of Business
Illinois Mathematics and Science Academy
Recommendations: 0
Valuation
Data Analysis
Financial Modeling
Financial Analysis
Microsoft Excel
PowerPoint
Microsoft Office
Market Research
y****[email protected]
Alexander Kelley
Investment Analyst
Greater Los Angeles Area
Investment Analyst
Senior Analyst
Fixed Income Analyst Intern
Wealth Management Intern
University of California, Davis
London School of Economics and Political Science
Wall Street Prep - Financial Modeling Boot Camp
Recommendations: 0
Investments
Financial Markets
Asset Allocation
Valuation
Financial Modeling
Financial Analysis
Microsoft Office
Bloomberg
a****[email protected]
Christine Chu
Senior Business Systems Analyst
Greater Los Angeles Area
Senior Business Systems Analyst
Senior Systems Analyst
Market Analyst
Wealth Management Intern
Market Research Intern
Caltech
University of California, Los Angeles
Recommendations: 0
Strategic Planning
Marketing
SAP CRM
Project Management
Product Development
Market Research
Microsoft Office
Leadership
c****[email protected]
Sam Yaffa
Founder
Greater Los Angeles Area
Founder
Marketing Assistant
Private Wealth Management Intern
California State University, Northridge
Granada Hills Charter High School
Recommendations: 0
s****[email protected]
Charles Mackey
Acquisitions Manager
Greater Los Angeles Area
Acquisitions Manager
Senior Acquisitions Associate
Credit Analyst
Global Wealth Management Intern
Sales Analyst Intern
University of Arkansas
Recommendations: 0
Real Estate Transactions
Leveraged Lending
Financial Modeling
Investment Properties
Finance
Microsoft Excel
Real Estate
Investments
c****[email protected]
Kevin Clemenza
Global Commercial Banking Summer Analyst
Greater Los Angeles Area
Global Commercial Banking Summer Analyst
Private Wealth Management Intern
Operations Intern
University of Southern California - Marshall School of Business
Saint Andrew's School (Boca Raton, Florida)
Recommendations: 0
Video Editing
Film Production
Business Planning
Organizational Effectiveness
Strategic Leadership
Strategic Thinking
Social Media Marketing
Marketing Strategy
k****[email protected]
Sikan Li
Accounting Analyst
Greater Los Angeles Area
Accounting Analyst
Intermediate Accounting Associate
Accounting Associate
Financial Analyst
Accounting/Finance Intern
Wealth Management Intern
University of California, San Diego
University of California, San Diego - The Rady School of Management
Recommendations: 0
s****[email protected]
s****[email protected]
Zachery Sanchez
Marketing Finance Operations Specialist
Greater Los Angeles Area
Marketing Finance Operations Specialist
Senior Finance Analyst
Finance Analyst
Global Wealth Management Intern
California State University-San Bernardino - College of Business and Public Administration
Recommendations: 0
Analysis
Microsoft Excel
Student Affairs
Financial Analysis
PowerPoint
Corporate Finance
Microsoft Office
Microsoft Business Objects
z****[email protected]
Matt Bagnard
Client Service Associate
Greater Los Angeles Area
Client Service Associate
Intern
Finance/Accounting Intern
Wealth Management Intern
University of Southern California - Marshall School of Business
Harvard Westlake High School
Recommendations: 0
Strategic Financial...
Financial Services
Financial Modeling
Financial Reporting
Financial Analysis
Corporate Finance
Sales
Client Relations Skills
b****[email protected]
Evan H. Quinn
Commercial Real Estate Finance Analyst
Greater Los Angeles Area
Commercial Real Estate Finance Analyst
Hotel Group Intern
Retail Development Intern
Wealth Management Intern
University of Southern California - Marshall School of Business
Brophy College Preparatory
Recommendations: 0
Financial Analysis
Analysis
Microsoft Excel
Social Media
Leadership
Social Media Marketing
Start-ups
Sales
e****[email protected]
Keaton Gee
Marketing Intern
Greater Los Angeles Area
Marketing Intern
Wealth Management Intern
Writer
University of California, Los Angeles
Aragon High School
Recommendations: 0
Microsoft Word
Microsoft Excel
PowerPoint
Google Adwords
Bloomberg Software
Public Speaking
Marketing
Event Planning
k****[email protected]
g****[email protected]
Mitchell Dupere
Wealth Management Intern
Greater Los Angeles Area
Wealth Management Intern
Server/Host
Intern: Industry Services, Marketing
High Point University
Needham B. Broughton High School
Recommendations: 0
Social Media
Sports Management
Sports
Fitness
Sports Marketing
Athletics
Microsoft Office
Time Management
m****[email protected]
Dan Dotterweich
Head of Sales
Greater Los Angeles Area
Head of Sales
Project Development Intern
Project Development Intern
Wealth Management Intern
University of North Carolina at Chapel Hill
Recommendations: 0
Customer Service
Research
Social Media
Event Planning
Marketing
Management
Talent Management
Sales Management
d****[email protected]
Denise Ellison
Sr. Manager of Operations
Greater Los Angeles Area
Sr. Manager of Operations
Advisor
Senior Director Of Operations
Wealth Management Intern
Director of Operations
Director of Product Management
Northwestern University - Kellogg School of Management
University of Notre Dame
Recommendations: 0
Financial Modeling
Financial Analysis
Finance
Valuation
Wealth Management
Investments
Investment Banking
Private Equity
Dan Schlesinger
Portfolio Analyst, Portfolio Management Group
Greater Los Angeles Area
Portfolio Analyst, Portfolio Management Group
Student Consultant
Real Estate Development Intern
Wealth Management Intern
Brandeis University
Council Rock High School North
Recommendations: 0
Microsoft Excel
Argus Modeling
Yardi Voyager
Salesforce.com
Real Estate
Portfolio Management
Financial Analysis
Financial Reporting
Ryan Beall
Company Name
TransPerfect Legal Solutions
Greater Los Angeles Area
Company Name
TransPerfect Legal Solutions
Business Development
Company Name
UCLA
Vice President of Programming
Wealth Management Intern
University of California, Los Angeles
Palos Verdes High School
Recommendations: 0
Microsoft Word
PowerPoint
Microsoft Excel
Microsoft Office
Teamwork
Social Media
English
Business Development
Osker Lu
Global Business Finance Intern
Greater Los Angeles Area
Global Business Finance Intern
Private Equity Analyst Intern
Product Development Intern
Summer Venture Capital Intern
Investment Banking Analyst Intern
Private Wealth Management Intern
Digital and Social Media Marketing Intern
Marketing and User Interface Intern
University of Southern California
University of Southern California - Marshall School of Business
Cupertino High School
Recommendations: 0
Public Speaking
Teamwork
Marketing
Social Media
Leadership
Equity Research
PowerPoint
Microsoft Excel
Happy Vuong
Federal Tax Intern
Greater Los Angeles Area
Federal Tax Intern
Wealth Management Intern
Business Operations Intern
University of Southern California
University of California, Riverside
Arcadia High School
Recommendations: 0
Computer Software Training
Customer Service
PowerPoint
Microsoft Excel
Microsoft Word
SAP
AIMS
Taxwise
Jimmothy Trinh
Marketing Strategy Analyst Intern
Greater Los Angeles Area
Marketing Strategy Analyst Intern
Undergraduate Research Assistant
Director of Investments - Finance Office
Equity Research Analyst
Finance & Fundraising Intern
Private Wealth Management Intern
Co-Director for RISE Scholarship - Academic Affairs Vice President (AAVP)
Financial Markets Writer
University of California, Berkeley
Peking University
OpenDoor
Van Nuys High School
Recommendations: 0
Market Research
Economic Research
Environmental Policy
Valuation
Financial Analysis
Financial Accounting
Comparative Market Analysis
Data Analysis
Christopher Hlava
Manager-Global Business Development
Greater Los Angeles Area
Manager-Global Business Development
Company Name
Nextag
Business Development Manager
Global Wealth Management Intern
Hult International Business School
Regent's University London
The British International School, Budapest
Recommendations: 0
Alex Jiang
Financial Training Program Administrator
Greater Los Angeles Area
Financial Training Program Administrator
International Trade Specialist Intern
Internal Affairs Assistant
Global Wealth Management Intern
Market Research Intern
University of California, Davis
University of California, Davis
Recommendations: 0
Microsoft Office
Data Analysis
Research
Marketing
Social Networking
Microsoft Word
PowerPoint
Microsoft Excel
