Bio
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Adam Carn-saferstein is a seasoned business professional with an MBA from Northwestern University - Kellogg School of Management. He has experience in leadership, research, strategy, and athletics, with roles in business development, investment, and private wealth management. He holds certifications in Series 63 and Series 7, and is based in the San Francisco Bay Area.
Credentials
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Series 63
FINRAMar, 2019- Apr, 2026 -
Series 7
FINRAFeb, 2019- Apr, 2026
Experience
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Business Development Manager
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Mar 2024 - Present
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Business Development Associate
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Jan 2024 - Mar 2024
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MBA Associate
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Jan 2023 - Mar 2023
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Northwestern University - Kellogg School of Management
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Chicago, Illinois, United States
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MBA Candidate
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Jul 2021 - Mar 2023
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Chicago, Illinois, United States
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MBA Investment Fellow
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Jul 2022 - Jan 2023
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Investment Fellow
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Jan 2022 - Apr 2022
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Alumni Ventures Group
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San Francisco Bay Area
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Investor Relations Manager
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Sep 2020 - Apr 2021
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San Francisco Bay Area
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United States
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Investment Management
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700 & Above Employee
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Private Client Associate
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Jan 2019 - Sep 2020
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Private Client Coordinator
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Feb 2017 - Dec 2018
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TKG Financial
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Santa Barbara, California
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Private Wealth Management Intern
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Feb 2016 - May 2016
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Santa Barbara, California
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UC Santa Barbara
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Santa Barbara, California
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Student-Athlete
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Jul 2012 - Dec 2015
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Santa Barbara, California
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Education
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2021 - 2023Northwestern University - Kellogg School of Management
Master of Business Administration - MBA -
2022 - 2022Tel Aviv University
Master of Business Administration - MBA, Exchange Program -
2012 - 2016UC Santa Barbara
Undergraduate, Economics
Suggested Services
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Industry Focus. “Investment Banking”
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References
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