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I sell stock market data and benchmark indexes to some of the countries largest insurance companies. After working in a support role for one year, I became the youngest person to receive my own accounts. I enjoy the competitiveness of sales but have my sights set on working as part of an investment team.
Target School: Columbia
Considering: NYU Stern
See More Profiles For: Columbia
Application Status: Open
Undergrad School: Lafayette
Undergrad Major: Economics
GPA: 3.0
GRE: 323
Age: 28, Ethnicity: Hispanic or Latino
Extracurriculars: Office head for the latino club | Podcast contributor - worked for one of the top podcasts on investment management. Edited the podcast, provided show notes, etc.
Title: Client Coverage - Senior Associate
Industry: Banking & Finance
Company: Fortune 500
Length of Employment: 2 yrs, 1 mos
– Earned Chartered Financial Analyst (CFA) designation – Youngest person to be promoted to a sales role.
I aspire to work on the buyside of an investment team. Although not my initial preference, I recognize I may have to enter investment banking to make this change. In addition, I aim to leverage my experience working w/ insurers to work on investments that are also in this space.
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