Top Wealth Management Interns in New York, New York
Karan MBA
Senior Financial Analyst
New York, New York
Senior Financial Analyst
Analyst
Non-Discretionary Account Manager
Financial Planning and Analysis Manager
Senior Financial Analyst, FP&A Team
Senior Finance Manager
Graduate Research and Teaching Assistant
Due Diligence Analyst
Wealth Management Intern
Assistant Controller
Senior Financial Analyst
Thunderbird School of Global Management
The Maharaja Sayajirao University of Baroda
PES Institute of Technology
Recommendations: 4
k****[email protected]
k****[email protected]
Trevor Holmgren
Research Assistant - Experimental Fluid Dynamics Laboratory
New York, New York
Research Assistant - Experimental Fluid Dynamics Laboratory
Analyst
Intern - Office of Sustainability
Marketing Operations Intern
Wealth Management Intern
Associate Vice President, Corporate Strategy
The Johns Hopkins University
San Ramon Valley High School
Recommendations: 3
Data Analysis
Research
Engineering
Business Development
Market Research
Project Coordination
SaaS
Customer Service
t****[email protected]
Stephonn Alcorn
Peer Mentor
New York, New York
Peer Mentor
Real Estate Associate
Real Estate Analyst
Student Body President
Wealth Management Intern
The University of Kansas
Gardner Edgerton High School
Recommendations: 3
Leadership
Public Speaking
Research
Excel
Analysis
Customer Service
Team Building
Microsoft Office
s****[email protected]
Nicole Farella
Executive Assistant to CIO, General Counsel and Head of IR
New York, New York
Executive Assistant to CIO, General Counsel and Head of IR
Marketing and Sales Intern
Executive Administrator/Project Coordinator - Core Terminal and the Application Specialist Group
Executive Assistant to the CEO and Global Head of Fixed Income Sales
Executive Assistant/Operations & Strategy Lead - Diversity, Inclusion and Belonging
Wealth Management Intern
Executive Administrator/Project Coordinator - The Financial Products Services Division
Fairfield University
Recommendations: 1
Research
Excel
PowerPoint
Word
Account Management Systems
Oracle Applications
Financial Analysis
Microsoft Word
n****[email protected]
Jennifer Casey
Senior Associate
New York, New York
Senior Associate
Associate
Summer Analyst Intern
Wealth Management Intern
Brown University
NYU School of Professional Studies
The London School of Economics and Political Science (LSE)
Recommendations: 0
Microsoft Office
PowerPoint
Microsoft Excel
Microsoft Word
Research
Data Analysis
Event Planning
Teamwork
j****[email protected]
Max Islinger
Portfolio Manager
New York, New York
Portfolio Manager
Vice President
Private Wealth Management Analyst
Investment Banking Analyst
Investment Banking Analyst
Global Capital Markets Analyst
Individual Wealth Management Intern
Vice President
Research Assistant
The Johns Hopkins University
Recommendations: 0
w****[email protected]
Emily Santeler
Vice President
New York, New York
Vice President
Investment Banking Associate
Investment Banking Analyst
Investment Banking Summer Analyst
Private Wealth Management Intern
Wisconsin School of Business
University of Wisconsin-Madison
Recommendations: 0
Valuation
Financial Modeling
Investment Banking
Bloomberg
Financial Sponsors
Equity Research
Capital IQ
Series 63
e****[email protected]
Nina Walker
Inventory Strategy and Operations Associate
New York, New York
Inventory Strategy and Operations Associate
Global Product & Business Integration Intern
Senior
Investment Division Intern
Private Wealth Management Intern
Research Intern
Claremont McKenna College
Stockholm University
Loomis Chaffee School
Recommendations: 0
Wealth Management
Analysis
Investments
Financial Analysis
Consulting
Finance
Leadership
Leadership Development
n****[email protected]
Jacob Kelman
Wealth Management Intern
New York, New York
Wealth Management Intern
Associate Analyst II
Sales and Business Development Intern
Manager of Securitizations
Investment Management Summer Analyst
Associate - E-Commerce
Consultant
City University of New York-Baruch College - Zicklin School of Business
Stuyvesant High School
Recommendations: 0
Bloomberg Terminal
Excel
Word
PowerPoint
Web Design
SEO
HTML
CSS
j****[email protected]
j****[email protected]
Chris Ng
Senior Software Engineer
New York, New York
Senior Software Engineer
Software Engineer
Software Engineer
Global Wealth Management Intern
Finance Associate - Finance Development Program (FDP)
Finance and Marketing Intern
Worldwide Operations Finance Intern
Software Engineer
Software Engineer
Client Associate, Venture Services Group
University of California, Berkeley
Hack Reactor
Recommendations: 0
c****[email protected]
Rushi Shah
Associate
New York, New York
Associate
Experienced Associate
Asset Management-Assurance Intern
TSS Corporate Development Intern
Internal Audit Intern
Wealth Management Intern
Summer Intern
Fordham University - Graduate School of Business Administration
Fordham University
Recommendations: 0
Finance
Accounting
Auditing
Microsoft Excel
Portfolio Management
PowerPoint
Internal Controls
Internal Audit
r****[email protected]
Nishil Patel
Wealth Management Intern
New York, New York
Wealth Management Intern
Sales Operations
Senior Account Executive
Enterprise Account Executive
Enterprise eCommerce Market Development
Account Executive
Account Executive
Sales Development
Sales Development
Dickinson College
Princeton Day School
Recommendations: 0
k****[email protected]
n****[email protected]
Mitchell Lagrasta
Associate - Strategic Partners Fund Solutions
New York, New York
Associate - Strategic Partners Fund Solutions
Summer Analyst - Strategic Partners Fund Solutions
Wealth Management Intern
Analyst - Strategic Partners Fund Solutions
Finance Intern
New York University, Stern School of Business
St. Thomas' Episcopal School
Recommendations: 0
m****[email protected]
Han Cho
Staff Product Manager, App Product Lead
New York, New York
Staff Product Manager, App Product Lead
Investment Banking Analyst
Campus Representative
Manager, Product Analysis and Analytics
Global Wealth Management Intern
Senior Product Manager
Mobile Product Manager
Equities Research Analyst
Cornell University
Bronx High School of Science
Recommendations: 0
h****[email protected]
Lauren Filburn
Key Account Manager
New York, New York
Key Account Manager
Sales Associate
Social Media Marketing Intern
Private Wealth Management Intern
Account Executive
Boston College
Lake Highland Preparatory School
Recommendations: 0
Morningstar
Microsoft Word
Microsoft Excel
PowerPoint
Public Speaking
Microsoft Office
Leadership
Social Media
l****[email protected]
Joseph Ginn
Account Executive
New York, New York
Account Executive
Account Executive - SMB
Business Development Manager
Account Executive
Wealth Management Intern
Solutions Engineer
University of Oregon
Harvard University
Recommendations: 0
Financial Modeling
PowerPoint
Microsoft Excel
Customer Service
Organization
Microsoft Word
Spanish
Financial Analysis
g*****@uoregon.edu
Adam Godel
Solutions Consultant
New York, New York
Solutions Consultant
Wealth Management Intern
Operations Strategy Data Analyst
Intern
Co-Founder, Senior Partner
Software Engineer - Mobile/Platform Services
Software Engineer
Dev Bootcamp
Fox Lane High School
Fox Lane High School
Recommendations: 0
Ruby
Ruby on Rails
JavaScript
HTML
CSS
MQL
SQL
AngularJS
a****[email protected]
Josephine Ruiz-Healy
Wealth Management Intern
New York, New York
Wealth Management Intern
Product Marketing Intern
Product Strategy Intern
Advertising Intern
Product Marketing Manager
Product Manager
Business Associate
Equity Research Intern
Integrated Marketing Intern
International & Localization Intern
Product Marketing Manager, Creator
Stanford University Graduate School of Business
Columbia University in the City of New York
Recommendations: 0
PowerPoint
Microsoft Office
Financial Modeling
Advertising
Microsoft Excel
Public Speaking
j****[email protected]
Melissa Bryant
Vice President, Fixed Income Business Unit Risk - Surveillance
New York, New York
Vice President, Fixed Income Business Unit Risk - Surveillance
Product Governance
Operations Control & Risk, Risk Framework and Assurance
Operations Change, Regulatory Business Analyst
Operations Control & Risk, Control Services Analyst
Loan Operations Summer Analyst
Wealth Management Intern
Elon University - Martha and Spencer Love School of Business
The Beijing Center
Recommendations: 0
Financial Analysis
Microsoft Excel
Management
Data Analysis
PowerPoint
Project Management
Team Leadership
Operational Risk
m****[email protected]
Vivek Kulkarni
External Audit & Enterprise Risk Services
New York, New York
External Audit & Enterprise Risk Services
Global Wealth Management Intern
Senior Associate
Financial Analyst Intern
Associate
Investment Banking Summer Associate - Leveraged Finance
External Audit Services
Villanova University
Villanova University
Recommendations: 0
Microsoft Excel
PowerPoint
Microsoft Word
Microsoft Office
Financial Analysis
Access
Financial Accounting
Accounting
v****[email protected]
Spencer Ingle
Principal
New York, New York
Principal
Private Banking Summer Analyst
Debt Capital Markets: Private Placements Analyst
Private Wealth Management Intern
Associate, KKR, Capital Markets
Equity Capital Markets Associate
University of Chicago
Recommendations: 0
Valuation
Financial Modeling
Bloomberg
Investment Banking
Economics
Capital Markets
Capital IQ
Bloomberg Terminal
s****[email protected]
Brittany Chen
Credit Research Analyst
New York, New York
Credit Research Analyst
Credit Research Summer Analyst
Equity Research Intern – Healthcare (Pharmaceuticals & Biotechnology)
Global Wealth Management Intern
Investment Banking Intern
New York University - Leonard N. Stern School of Business
Recommendations: 0
Microsoft Office
Mandarin
Spanish
Corporate Finance
Bloomberg Terminal
Financial Accounting
Equities
Hedge Funds
b****[email protected]
Alexander Tan
Business Development Analyst
New York, New York
Business Development Analyst
Senior Analyst, Global Strategy & Corporate Development
Private Equity Associate
Investment Banking Analyst Intern
Portfolio Management Associate
Wealth Management Intern
Business Development Intern
Columbia University Graduate School of Arts and Sciences
Villanova University
Crystal Springs Uplands School
Recommendations: 0
Portfolio Management
Microsoft Excel
Spanish
Entrepreneurship
Valuation
Bloomberg
Asset Allocation
Capital IQ
a****[email protected]
Mansi CAIA
Vice President
New York, New York
Vice President
Private Wealth Management Intern
Rutgers University: Rutgers Business School
Ocean Township High School
Recommendations: 0
Fixed Income
Bloomberg Terminal
Bloomberg
Equities
Investment Banking
Financial Analysis
Financial Modeling
Derivatives
m****[email protected]
Kevin Lin
Investment Banking Summer Analyst
New York, New York
Investment Banking Summer Analyst
Real Estate Asset Management Intern
Investor
Investment Banking Analyst
Investment Banking Associate
Wealth Management Intern
Investor
Intern
University of California, Berkeley
Recommendations: 0
Microsoft Office
Mandarin
Event Planning
PowerPoint
Microsoft Excel
Marketing Strategy
Facebook
Data Analysis
Ryan Dunton
Software Developer
New York, New York
Software Developer
Software Engineer
Freelance Developer
Staff Intern
Marketing and Communications Specialist
Wealth Management Intern
Frontend Developer
Front-End and Full Stack Web Developer Nanodegrees
Sales Development
Solutions Engineer
Boise State University
Whitworth University
Recommendations: 0
Microsoft Excel
Financial Analysis
Leadership
Customer Service
Sales
Microsoft Access
Analysis
Strategic Planning
r****[email protected]
Matthew Wu
Account Executive
New York, New York
Account Executive
National Account Executive
Sales Executive
Sales Representative
Institutional Sales Associate - Global Equity Capital Markets
Sales and Marketing Intern
Wealth Management Intern
Outdoor Manager
University of California, Santa Barbara
University of California, Santa Barbara
Monte Vista High School
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Customer Service
Research
English
Windows
m****[email protected]
m****[email protected]
Raj Shrestha
Senior Manager, Corporate Development and Strategy
New York, New York
Senior Manager, Corporate Development and Strategy
VP, Head of Finance
Senior Vice President, Finance
Wealth Management Intern
Investment Banking Intern
Director of Finance and Strategy
Associate, Global Corporate Finance Division, Strategic Coverage Group
Analyst, Global Corporate Finance Division, Global Consumer Group
Dartmouth College
James E. Taylor High School
Recommendations: 0
Financial Modeling
Corporate Development
Mergers & Acquisitions
Corporate Finance
Strategy
Valuation
Finance
Joint Ventures
r*****@alum.dartmouth.org
Jordan Holand
Account Executive
New York, New York
Account Executive
Wealth Management Intern
University of Delaware
The University of Iowa Tippie College of Business
Horace Greeley High School
Recommendations: 0
Bloomberg
Fixed Income
Bloomberg Terminal
Portfolio Management
Economics
Analysis
Equities
Sales
j****[email protected]
j****[email protected]
Christina Carroll
Wealth Management Internship
New York, New York
Wealth Management Internship
Fordham University
Recommendations: 0
Finance
Banking
Portfolio Management
Risk Management
Bloomberg
Series 7
Microsoft Office
Private Banking
c****[email protected]
Stephen Li
Operations Coordinator
New York, New York
Operations Coordinator
Full Stack Engineer
Executive Assistant to Sindy Kong
Data Science Engineer
Client Services Analyst
Client Services Analyst
Professional Services Analyst
Software Engineer
Wealth Management Intern
Researcher
Research Consultant
St. Mark's School of Texas
University of Chicago
Jasper High School
Recommendations: 0
Research
Economics
Writing
Policy
C
Stata
Microsoft Office
Fluent English
s****[email protected]
s****[email protected]
Micah Berman
Enterprise Account Executive - Private Markets
New York, New York
Enterprise Account Executive - Private Markets
Wealth Management Intern
Business Development Intern
Warehouse Employee
Sales Development Representative
Strategic Account Executive - Chicago Partnerships
Business Development Intern
Medical Assistant
Venture Capital Summer Intern
Account Executive - Washington D.C. Partnerships
Camp Counselor
Account Executive
Enterprise Account Executive - Private Equity Group
University of Wisconsin-Madison
John Cabot University
Recommendations: 0
Matthew Karp
Business Development Summer Intern
New York, New York
Business Development Summer Intern
Wealth Management Intern
Investment Banking Analyst
Vice President
Investment Banking Associate
Summer Intern
Vanderbilt University
Recommendations: 0
Financial Modeling
Bloomberg
Valuation
Bloomberg Terminal
Financial Analysis
Corporate Finance
Microsoft Excel
Economics
m****[email protected]
Melinda Roy
Equity Research Associate
New York, New York
Equity Research Associate
Business Development
Private Banking Analyst
Asset & Wealth Management Intern
Equity Research Analyst
Finance Intern
Vanderbilt University
Rye Country Day School
Recommendations: 0
PowerPoint
Word
Excel
Microsoft Office
Photoshop
QuickBooks
m****[email protected]
Steph Nathai
Software Engineer
New York, New York
Software Engineer
Executive Assistant
Wealth Management Intern
Jr. UI Developer
Web Development Immersive | Web Developer
UI Developer
Saint John's University - Peter J. Tobin College of Business
General Assembly
Recommendations: 0
Web Development
HTML
CSS
JavaScript
jQuery
Ruby
Ruby on Rails
Responsive Web Design
s****[email protected]
Caroline Vachon
Risk Management & Strategic Initiatives Senior Consultant
New York, New York
Risk Management & Strategic Initiatives Senior Consultant
Regulatory and Operations Consultant
Business Analyst in Sales and Marketing
Brand Ambassador
Private Wealth Management Intern
Business Development Consultant
Duke University - The Fuqua School of Business
McGill University - Desautels Faculty of Management
Recommendations: 0
Teamwork
Financial Analysis
Sales
Business Analysis
Microsoft Excel
Research
PowerPoint
Marketing Strategy
c****[email protected]
Scott Friedman
Associate
New York, New York
Associate
Investment Banking
Excelsior Wealth Management Intern
Private Equity Intern
Business Consultant
Consultant
Director
Founding Member, Led Research and Business Development (Acquired by Helix Edge)
Binghamton University
SUNY Albany
Universidad de Sevilla
Recommendations: 0
Jordan Cohen
Investment Banking Summer Analyst
New York, New York
Investment Banking Summer Analyst
Co-Founder
Senior Business Development Representative
Analytics Intern
Wealth Management Intern
Business Development Representative
Finance & Accounting Intern
University of Miami
Recommendations: 0
j****[email protected]
Blake Gonsalves
Private Wealth Management Intern
New York, New York
Private Wealth Management Intern
Human Capital Consultant
Sales Consultant
Consultant
Operations Manager
St. John's University
Commack High School
Recommendations: 0
Restaurants
Food Safety
Food Service
Restaurant Management
Food & Beverage
Cashiering
Time Management
Customer Service
b****[email protected]
Sattam Deb
Software Engineer
New York, New York
Software Engineer
Wealth Management Intern
Financial Software Developer
Business Analyst
Sr. Consultant
Software Engineer
Senior Business Analyst / Scrum Master
Sr. Consultant
Mobile Services Engineer / Scrum Master
Associate Vice President
University of Maryland College Park
Recommendations: 0
Hibernate
Spring
Java Enterprise Edition
JMS
Java
JDBC
XML
Swing
g****[email protected]
s****[email protected]
Junny Yang
Category Specialist
New York, New York
Category Specialist
Mergers & Acquisitions Summer Intern
Equity Research Analyst
Category Specialist
Financial Analyst
Business Development Intern
Private Wealth Management Intern
University of California, Los Angeles
Concordia International School Shanghai
Recommendations: 0
Microsoft Office
Microsoft Word
Microsoft Excel
Bloomberg Software
Violin
Teamwork
PowerPoint
Public Speaking
j****[email protected]
Yair MBA
Campaign Project Manager
New York, New York
Campaign Project Manager
Sales Manager
Senior Account Executive
Financial Market Analyst
Global Wealth Management Intern
Graduate Student
Enterprise Account Executive - Arkadin - NTT Communications Company
Tel Aviv University - Coller School of Management
Queens College
Recommendations: 0
y****[email protected]
Casey Rudnick
Director of Revenue Optimization
New York, New York
Director of Revenue Optimization
Revenue Management Analyst
Pricing Specialist
Assistant Merchandising Manager
Wealth Management Intern
University of Southern California
University of Southern California
Recommendations: 0
Economics
Microsoft Excel
Microsoft Office
Statistics
Econometrics
Microeconomics
Multivariate Statistics
Management
c****[email protected]
Scott Bissinger
Customer Success Manager
New York, New York
Customer Success Manager
Chief Executive Officer
Director of Business Development
Marketing Analyst
Marketing Specialist (contract employee)
Wealth Management Intern
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
The Pingry School
Recommendations: 0
PowerPoint
Microsoft Excel
Wordpress
Microsoft Word
Social Media
Facebook
Sports Marketing
Event Planning
s****[email protected]
Davis Koh
Software Engineer
New York, New York
Software Engineer
Software Engineer
Back End Engineer Contractor
Lead Engineer
Front End Engineer
Technical Co-Founder & CEO
Software Engineer - iOS
Wealth Management Intern
New York University
Recommendations: 0
JavaScript
Ruby
Ruby on Rails
HTML 5
CSS
jQuery
SQL
Sinatra
d****[email protected]
k****[email protected]
John Arnold
Resident Adviser
New York, New York
Resident Adviser
Senior Associate
Equity Research Intern
Associate - Surveyor Capital
Investment Banking Summer Analyst
Associate - Global Equities
Wealth Management Intern
Senior Associate - Surveyor Capital
Equity Research Intern
Investment Banking Analyst
Vanderbilt University
McCallie School
Recommendations: 0
Financial Analysis
Microsoft Word
PowerPoint
Microsoft Excel
Microsoft Office
Finance
Financial Modeling
Research
s****[email protected]
Margaret Wu
Private Wealth Management Intern
New York, New York
Private Wealth Management Intern
Student Fundraiser
Licensed Real Estate Agent
Licensed Real Estate Agent
Venture Capital Intern
Full-Time SAT/TOEFL/ACT Teacher
New York University
Peddie School
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
English
Teaching
Public Speaking
Chinese
m****[email protected]
Spencer Kiely
Account Manager
New York, New York
Account Manager
Financial Represenative
Performance Digital Marketing Manager
Real Estate Analyst
Associate Account Manager
Wealth Management Intern
Fordham University
Chase Collegiate School
Recommendations: 0
Microsoft Office
Microsoft Excel
PowerPoint
Microsoft Word
Fundamental Analysis
Value Investing
Licensed Life & Health Insurance Agent
HTML
s****[email protected]
Michelle(Yansi) Xu
Summer Analyst
New York, New York
Summer Analyst
Wealth Management Intern
Analyst
Actuarial Intern, Advisory Department
Math Tutor
Columbia University in the City of New York
The Ohio State University
Recommendations: 0
Actuarial Science
Quantitative Finance
VBA
Monte Carlo Simulation
Statistical Modeling
Matlab
C++
Microsoft Excel
a****[email protected]
Adam Granat
Tax Associate, Financial Services
New York, New York
Tax Associate, Financial Services
Accountant
Senior Accountant
Private Wealth Management Intern
Tulane University - A.B. Freeman School of Business
Tulane University - A.B. Freeman School of Business
Recommendations: 0
Accounting
Tax
Financial Analysis
Financial Modeling
Microsoft Excel
a****[email protected]
Ara Talkov
Private Wealth Management Intern
New York, New York
Private Wealth Management Intern
Securities Finance Intern
Financial Advisor
Wealth Management Branch Analyst
Regional Advisory Board
Columbia University in the City of New York
Swampscott High School
Recommendations: 0
a****[email protected]
Annie Tewkesbury
Analyst
New York, New York
Analyst
Wealth Management Intern
Student-Athlete Tutor
Summer Research Analyst
Associate
Hedge Fund Analyst
Vanderbilt University
Greensboro Day School
Recommendations: 0
a****[email protected]
Nick Reminder
Wealth Management Intern
New York, New York
Wealth Management Intern
Solutions Analyst
Information Technology Intern
Software Development Intern
Pomona College
The University of Edinburgh
Aurora High School
Recommendations: 0
Public Speaking
Windows
Java
Stata
Management
Microsoft Office
Microsoft Excel
Data Analysis
n****[email protected]
Shuli Salhanick
Lead Data Analyst
New York, New York
Lead Data Analyst
Vice President - Business Intelligence
Compliance Business Analyst
IT Business Analyst/Project Manager
Research Assistant for the Department of Economics
Global Wealth Management Intern
Congressional Assistant/Intern
Yeshiva University, Stern College for Women (SCW)
Baruch College
Recommendations: 0
s****[email protected]
Bruce Mahon
Business Development
New York, New York
Business Development
Business Development
Wealth Management Intern
Wealth Management Intern
University of New Hampshire
Moorestown Friends School
Recommendations: 0
b****[email protected]
Bill LaBarbera
Senior Account Executive
New York, New York
Senior Account Executive
Wealth Management Intern
Account Executive
Account Executive
Wealth Management Intern
Rutgers University - Newark
Recommendations: 0
Ilana Goetz
Talent Acquisition Specialist
New York, New York
Talent Acquisition Specialist
IT Support Recruitment Consultant
Recruiting Specialist
Mission Chair
Seasonal Client Associate - The Pachter Group
HR Intern
Wealth Management Intern
Baruch College
Abraham Joshua Heschel School
Recommendations: 0
Technical Recruiting
Recruiting
Headhunting
Sales
Client Relationships Strengthening
Business Management
PowerPoint
Microsoft Excel
Amanda Carnevale
Email Marketing Specialist
New York, New York
Email Marketing Specialist
Wealth Management Intern
Senior Marketing Manager, CRM and Retention
Marketing Technology Director
Associate
Junior Associate
Marketing Manager, CRM Operations
Marketing Director, CRM and Retention
Advertising Sales Intern
Senior Marketing Associate/Membership Development
New York University
General Assembly
Recommendations: 0
Email Marketing
Social Media
Salesforce.com
Account Management
Market Research
Marketing
Event Planning
CRM
Jason Lee
Law Clerk - General Counsel
New York, New York
Law Clerk - General Counsel
Student Attorney
Global Wealth Management Intern
Mortgage Research Analyst
Compliance Analyst
Honors Intern
Honors Intern
Securities Compliance Examiner
Vice President
Associate Director
Legal Intern - Compliance and Legal Group
Pro Bono Intern
New York Law School
Baruch College
Recommendations: 0
Alfonso W.
Analytics Manager, Marketing Intelligence
New York, New York
Analytics Manager, Marketing Intelligence
Lead Analyst, Marketing Intelligence
Securities Analyst
Business Intelligence Analyst
Private Equity Intern
Global Wealth Management Intern
Senior Technical Program Manager, Analytical Products
University of North Carolina at Chapel Hill
Copenhagen Business School
The Chinese University of Hong Kong
Recommendations: 0
Brennan Hall
Search Engine Marketing (SEM) Manager
New York, New York
Search Engine Marketing (SEM) Manager
Strategist, Paid Search Marketing
Analyst, Paid Search Marketing
Wealth Management Intern
Sales Intern
Intern
Office Assistant
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
North Carolina State University
Recommendations: 0
Ashley Chai
Associate Strategy Consultant
New York, New York
Associate Strategy Consultant
Private Wealth Management Intern
Summer Associate
Content Marketing Intern
Northwestern University
Peking University
Recommendations: 0
Emily Harman
Wealth Management Intern
New York, New York
Wealth Management Intern
Analyst
Communications Intern
Senior Associate
Associate
Fordham Gabelli School of Business
Fordham University London Centre
Monmouth County Vocational School District
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Bloomberg Terminal
Customer Service
PowerPoint
Sales
Public Speaking
Jesse Krieger
Strategic Account Manager
New York, New York
Strategic Account Manager
Equity Research Analyst
Private Client Summer Associate
Credit Analysis Intern
Customer Success Manager
Associate
Manager - New Product Commercialization & Strategy
Senior Strategic Accounts & Partnerships Manager
Enterprise Customer Success Manager, Financial Services
Wealth Management Intern
Tulane University - A.B. Freeman School of Business
Tulane University
Rutgers Preparatory School
Recommendations: 0
Arjun Viswanathan
Business Development Representative
New York, New York
Business Development Representative
Account Executive
Wealth Management Intern
Sales And Marketing Intern
Financial Analyst Intern
Account Executive - SF Bay Area, Mid-Market
Sales Development Representative
Sales And Marketing Intern
Questrom School of Business, Boston University
Crystal Springs Uplands School
Recommendations: 0
Microsoft Office
Research
Public Speaking
PowerPoint
Microsoft Excel
Social Media
Microsoft Word
Teamwork
Sara Lally
Client Service Associate
New York, New York
Client Service Associate
Wealth Management Intern
Intern
Exchange Market Data Team Lead
Global Operations Associate
The Catholic University of America
Recommendations: 0
Microsoft Office
Microsoft Word
Microsoft Excel
PowerPoint
Tutoring
Teamwork
Customer Service
Social Networking
Ling H.
Founding Member
New York, New York
Founding Member
Associate
Summer Analyst
Research Fellow
Product Owner - Membership Rewards
Principal Product Manager - Blockchain Platform
Identity & Security Product Lead - Citi FinTech
Associate Product Manager - New Product Development
Associate - Digital Media Analytics
Global Wealth Management Intern
Vassar College
Harvard Business School
Københavns Universitet / University of Copenhagen
Recommendations: 0
Elise Berndt
FAS Business Valuation Intern
New York, New York
FAS Business Valuation Intern
FAS Real Estate & Business Valuation Intern
Wealth Management Intern
Undergraduate Research Assistant
Econometrics Teaching Assistant
Investment Analyst
Analyst
Investment Banking Intern
Investment Banking Analyst
DePaul University
Recommendations: 0
Teamwork
Public Speaking
PowerPoint
Microsoft Excel
Microsoft Word
Research
Social Media
Leadership
Noelle Brennan
Associate
New York, New York
Associate
Wealth Management Intern
Investment Bank Credit Analyst
Investment Bank Credit Summer Analyst
Commercial Bank Intern
Fordham University
St. John Vianney High School
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Bloomberg Terminal
PowerPoint
Research
Organized Multi-tasker
Communication Skills
Christopher Zuercher
Marketing Intern
New York, New York
Marketing Intern
Senior Associate, Paid Search
Associate, Paid Search
Marketing, Affiliate Relations, and Programming Intern
Wealth Management Intern
Cook/Waiter
Fordham Gabelli School of Business
Recommendations: 0
Microsoft Word
Microsoft Excel
Microsoft Office
PowerPoint
Social Media
Social Networking
Teamwork
Leadership
Tamar Kosowsky
Investment Banking Associate
New York, New York
Investment Banking Associate
Business & Client Strategy Intern
Investment Banking Summer Analyst
Investment Banking Analyst
Private Wealth Management Intern
Private Wealth Management Intern
Barnard College
Columbia University in the City of New York
Fudan University
Recommendations: 0
Jared Fleischmann
Mid-Market Account Executive
New York, New York
Mid-Market Account Executive
Operation and Strategy Intern
Senior Account Executive
Wealth Management Intern
National Inside Sales Associate
Senior Account Executive
Towson University
Recommendations: 0
Microsoft Excel
Sales
Inside Sales
Customer Acquisition
Team Building
Sales Operations
Antonio Lubrano
Financial Representative
New York, New York
Financial Representative
Business Analyst
Wealth Management Intern
Senior Sales Development Representative
Account Executive, Corporate Risk
Sales Development Representative
Penn State University
Recommendations: 0
Management
Microsoft Office
PowerPoint
Microsoft Excel
Microsoft Word
Public Speaking
Teamwork
Leadership
Richard Kong
MBA Candidate
New York, New York
MBA Candidate
Assistant Vice President (Global Corporate Strategy)
Officer (Finance Management Associate Program)
Wealth Management Intern
Adult Beverage Merchandising Intern
Business Development Intern
Summer Research Student
Cornell University
Milton Academy
Recommendations: 0
Research
Microsoft Excel
Sales
Microsoft Office
Merchandising
Teamwork
Hua Zhong
Sales and Operations Analyst
New York, New York
Sales and Operations Analyst
Associate Consultant
Financial Data Analyst
Asset and Wealth Management Intern
Research Intern
Software Engineer Intern
Tax Management Consultant Intern
Columbia University in the City of New York
Tsinghua University
Recommendations: 0
Andrew Vazquez
Marketing Intern
New York, New York
Marketing Intern
Business Development Analyst
Summer Analyst
Head Finance Editor
Private Wealth Management Intern
Investment Banking Analyst
Financial Writer
Engineering Intern, Research Aide
Managing Director
Stanford University
St. Augustine High School
Recommendations: 0
Akaash Gupta
Wealth Management Intern
New York, New York
Wealth Management Intern
Associate
Investment Banking Analyst
Investment Banking Summer Analyst
Investment Banking Summer Analyst
Research Intern, Biochemistry
University of Virginia
Thomas Jefferson High School for Science and Technology
Recommendations: 0
Jinal Patel
Fixed Income Analyst
New York, New York
Fixed Income Analyst
Fixed Income Summer Analyst
Intern
Wealth Management Intern
Marketing Intern
Volunteer
Princeton University
Franklin High School
Recommendations: 0
Graham Godwin
Soccer Referee
New York, New York
Soccer Referee
Sales And Marketing Intern
Takeout Lead
Sales Development Representative
Advertising Consultant - University Accounts / Local Accounts
Wealth Management Intern
Server
Host
University of Michigan
Carlmont High School
Recommendations: 0
Team Leadership
Public Speaking
Customer Service
Management
Microsoft Excel
Microsoft Office
Microsoft Word
Research
Sean Orlando
Account Executive
New York, New York
Account Executive
Senior Sales Development Representative
Sales Development Representative
Account Development Representative
Brokerage Intern
Wealth Management Intern
Trinity College-Hartford
The London School of Economics and Political Science (LSE)
Westminster School
Recommendations: 0
Organizational Effectiveness
Leadership
Microsoft Office
Grasp New Concepts Quickly
Strategic Planning
Social Media
PowerPoint
Microsoft Word
