Northborne welcomes its 2024 Summer Analyst Interns, Mark Koob and Armaan Olson! We are delighted to have Mark and Armaan on our growing team of M&A professionals. #summerinternship2024 #teamculture #mergersandacquisitions Mark (left) is entering his senior year at the University of St. Thomas, majoring in Finance with a minor in Data Analytics. For the duration of Mark's senior year, he was selected to be a part of the Aristotle Fund at St. Thomas, a student managed mid-cap equity fund. In his spare time, Mark likes to golf, ski and wake surf. Armaan (right) is a rising senior at the University of San Diego majoring in Finance and Real Estate. Last fall, Armaan had the opportunity to study abroad in the heart of Rome, Italy. Armaan is involved in a variety of organizations at the University of San Diego, such as Delta Sigma Pi, Student Finance Association and Real Estate Society. Armaan enjoys playing pickleball and wake surfing in his free time.
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Roth IRA Signing Day always marks concluding ceremonies for the Fairhaven Summer Internship Program. A special bonus goes to each intern so they can put learning into action by funding their very own Roth IRA. Their summer schedule is chock full. We always start slow by learning to rise from our seats to greet someone with a firm handshake (no joke, that lesson is required on Day One every single summer...stand...make eye contact...and smile, for crying out loud!) From there we progress to learn about small caps, rebalancing, REITs, covered calls, tax-efficiency, high yield bonds, podcasting, mortgages, the 415 limit, etc. They also spend time outside the office on professional Field Trips to visit some of the extended members of the Fairhaven circle; CPA firms, institutional bond shops, ETF powerhouses and the office of the Mayor of the City of Wheaton. We even expose them to attorneys (How many lawyer jokes are there? Actually only three. The rest are all true.) Thank you very much to our enthusiastic partners (and please forgive me if I missed someone)! John Schmidt David Sherlock, CIMA® Daniel Gasper Bret Solnoki, CIMA Jonathan Root Jeff Fox Mike Graveline Greg Lutzen Michael Lewis, CFP® Matthew Bernardi Thomas Bernardi, CFA, CIPM Peter Drebos David Gonzalez Gus Holland Helen Demsher, CPA Austin Kight Vickie Austin Ron Austin, CPA Phil Suess John Radzinski, CFA, CAIA Meg Goodman Mark Long Mike Flaherty Robert Merrell 1) Silk-screeened IRA and Roth IRA baseball hats: $5.75 2) Jimmy John's office lunch: $187.45 3) Teaching young people the power of financial planning, the importance of taking action and having some fun: PRICELESS #bestinternshipever #themoreyouknow #rothira #thankuslater
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Excited to share my journey as an intern at Millennium Money Finance, diving deep into DuPont Analysis under the mentorship of AYUSH JADIA and Saraunsh Chawda. Learning to dissect ROE and its components has been invaluable. Grateful for the guidance and support from AYUSH JADIA as I navigate the complexities of financial analysis. Thrilled to contribute to the success of Millennium Money Finance through newfound insights! #Internship #DuPontAnalysis #Mentorship #FinancialModeling #Valuation #Excel #Insights
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Excited to share my journey as an intern at Millennium Money Finance, diving deep into DuPont Analysis under the mentorship of AYUSH JADIA and Saraunsh Chawda . Learning to dissect ROE and its components has been invaluable. Grateful for the guidance and support from AYUSH JADIA as I navigate the complexities of financial analysis. Thrilled to contribute to the success of Millennium Money Finance through newfound insights! #Internship #DuPontAnalysis #Mentorship #FinancialModeling #Valuation #Excel #Insights
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Excited to share my journey as an intern at Millennium Money Finance, diving deep into DuPont Analysis under the mentorship of AYUSH JADIA and Saraunsh Chawda. Learning to dissect ROE and its components has been invaluable. Grateful for the guidance and support from AYUSH JADIA as I navigate the complexities of financial analysis. Thrilled to contribute to the success of Millennium Money Finance through newfound insights! #Internship #DuPontAnalysis #Mentorship #FinancialModeling #Valuation #Excel #Insights
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Angelina is helping you understand brokerage accounts.
Summer Intern Angelina Alessi would like to crack an egg of knowledge for those who may be curious about brokerage accounts.
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Meet Andres Mucci '24, a senior finance and entrepreneurship double major from Brazil! 🇧🇷 Andres had a great internship experience at Rimrock Capital Management, LLC, where he conducted comprehensive research into future inflation. He says the time spent in CBA's Finance Learning Lab familiarizing himself with the Bloomberg Terminals gave him an advantage over his internship peers, allowing him to focus more on the daily operations of the fund instead of spending time on data retrieval. 👍 The internship also gave Andres the opportunity to study the potential of China to surpass the U.S. as the world's leading economy. Overall, he made many beneficial connections and gained valuable hands-on experience in a fixed-income hedge fund. Andres would like to thank Professor Shirin Mollah, who has always been extremely helpful and resourceful with her economic expertise. 📈 One of Andres's favorite quotes is by Albert Einstein: "Education is not the learning of facts, but the training of the mind to think." 💡 Keep up the great work, Andres! 🎉 We wish you all the best in the future! 🎓🦁 #lmucba #lmugrad #lmufinance #lmuentrepreneurship #igniteabrighterworld
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Excited to share that I successfully completed an internship program at HEDGE School of Economics, focusing on Wealth Management and Equity Research. Throughout the program, I honed my skills in analyzing financial markets, evaluating investment opportunities, and developing strategic approaches to optimize returns for clients. I'm grateful for the opportunity to deepen my understanding of the financial industry and am eager to apply my newfound expertise in future endeavors. #WealthManagement #EquityResearch #FinanceInternship #HEDGESchoolOfEconomics
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finance enthusiast, an aspiring consultant, enjoys learning and picking up new skills, critical thinker, keen on helping businesses grow and explore new opportunities.
The end of an enriching journey. My one month journey with Hedge School of Applied Economics which gave a me practical understanding about wealth management has come to an end. Even though my internship lasted only a month, I was able to learn a lot about market analysis, portfolio management and how to revamp portfolios. Huge thanks to my mentor Steffy Francis for all her guidance and support and the whole team at Hedge for helping me through out my internship. #internship #wealth management #Hedgeschool
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week 3 Learning at my summer internship 🚀 1. Diving into the intricacies of mutual funds ,their types, and working has been enlightening! Mutual funds pool investor capital to diversify across assets, managed by professional fund manager 🏦 2.Understanding tax slabs helps in strategic financial planning, highlighting how different income levels impact taxation and investment 💼 3.Exploring portfolio Management service (PMS), I have learned they offer customized investment solution. 4. Delving in to the derivative market revealed how these financial instrument derive value from underlying assets, providing ways to hedge risks or speculate. #internship By PIBM
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Excited to share that I successfully completed an internship program at HEDGE School of Economics, focusing on Wealth Management and Equity Research. Throughout the program, I honed my skills in analyzing financial markets, evaluating investment opportunities, and developing strategic approaches to optimize returns for clients. I'm grateful for the opportunity to deepen my understanding of the financial industry and am eager to apply my newfound expertise in future endeavors. #WealthManagement #EquityResearch #Financelnternship #HEDGESchoolOfEconomics
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Partner at The Great River Company, Inc.
3moMark is a boss. Great pickup!