Caleb Brinson
Vice President & COO at Morehouse Business Association- Claim this Profile
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Bio
Credentials
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Recalc Finance Accelerator
Recalc AcademyApr, 2023- Nov, 2024
Experience
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Morehouse Business Association
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Vice President & COO
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Apr 2023 - Present
• Collaborate with Fortune 500 companies to create programming and encourage 600+ members’ professional development • Host membership drives, develop diversity and inclusion teams across campuses, and serve as special events committee chair • Oversee the operation of 5 satellite clubs under the Morehouse Business Association • Collaborate with Fortune 500 companies to create programming and encourage 600+ members’ professional development • Host membership drives, develop diversity and inclusion teams across campuses, and serve as special events committee chair • Oversee the operation of 5 satellite clubs under the Morehouse Business Association
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Oaktree Capital Management, L.P.
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United States
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Investment Management
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700 & Above Employee
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Summer Analyst - Distressed Debt
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Apr 2023 - Present
Generalist Investment summer analyst in Oaktree’s flagship Global Opportunities (Distressed Debt) Group (~38bn AUM), which invests across the capital structure debt/equity in public and private companies. Generalist Investment summer analyst in Oaktree’s flagship Global Opportunities (Distressed Debt) Group (~38bn AUM), which invests across the capital structure debt/equity in public and private companies.
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BlackRock
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United States
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Financial Services
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700 & Above Employee
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Student Managed Investment Fund - Associate Portfolio Manager Head of Energy Equity Investments
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Dec 2022 - Present
• Partnered with BlackRock to introduce one of the first-ever student-managed investment funds to Morehouse’s Campus • Execute stock research, portfolio analysis, and trades • Receive training in Aladdin, BlackRock’s premier end-to-end portfolio management software • Partnered with BlackRock to introduce one of the first-ever student-managed investment funds to Morehouse’s Campus • Execute stock research, portfolio analysis, and trades • Receive training in Aladdin, BlackRock’s premier end-to-end portfolio management software
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BLK Capital Management, Corp
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United States
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Financial Services
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1 - 100 Employee
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Equity Research Analyst
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Feb 2023 - Present
BLK Capital Management, LLC is a 100% black-owned and student-run hedge fund that focuses on educating our members by exposing them to the field of active investment management. We are a long/short equity fund that employs our capital across the globe delivering absolute returns seeking to outperform industry standards. BLK Capital Management, LLC is a 100% black-owned and student-run hedge fund that focuses on educating our members by exposing them to the field of active investment management. We are a long/short equity fund that employs our capital across the globe delivering absolute returns seeking to outperform industry standards.
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AltFinance
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Education Administration Programs
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1 - 100 Employee
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Fellow
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Jun 2022 - Present
Selected as one of 43 fellows to participate in a program hosted by Apollo, Ares, and Oaktree that was designed to create a pathway for undergraduate HBCU students into the alternative investments industry. • Attend weekly discussions and exercises on essential topics including financial statement analysis, capital structure, and valuations and receive 1:1 coaching on relationship management. • Participate in a virtual institute with curriculum developed by the Wharton School of Business and Management Leadership for Tomorrow. Show less
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Management Leadership for Tomorrow
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United States
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Non-profit Organizations
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700 & Above Employee
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Career Prep Fellow
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Nov 2022 - Present
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SEO (Sponsors for Educational Opportunity)
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United States
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Non-profit Organizations
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700 & Above Employee
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SEO Edge - Alternative Investments and Investment Banking
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Aug 2022 - Present
• Sharpened technical & behavioral skills through investment banking training & assessments coupled with mock interviews • Spearheaded personal learning initiative by utilizing individualized coaching & mentorship as part of the program’s network • Sharpened technical & behavioral skills through investment banking training & assessments coupled with mock interviews • Spearheaded personal learning initiative by utilizing individualized coaching & mentorship as part of the program’s network
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Bain & Company
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United States
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Business Consulting and Services
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700 & Above Employee
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Building Entrepreneurial Leaders (BEL) Intern
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Apr 2023 - May 2023
Private Equity Group Private Equity Group
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Citi
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United States
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Financial Services
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700 & Above Employee
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Early ID Leadership Program - Investment Banking Track: Financial Institutions Group
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Jan 2023 - May 2023
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Ares Management Corporation
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United States
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Financial Services
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700 & Above Employee
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Exploring Ares | Alternative Investment Program
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Feb 2023 - Apr 2023
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Recalc Academy
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United States
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E-Learning Providers
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1 - 100 Employee
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Private Equity Accelerator Fellow
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Feb 2023 - Apr 2023
2023 spring cohort of ReCalc's 8-week finance accelerator program. Designed to help students launch their career in private equity and alternative investments, the program trains students in necessary accounting fundamentals, financial modeling, business analysis, and more while also providing mentoring opportunities. 2023 spring cohort of ReCalc's 8-week finance accelerator program. Designed to help students launch their career in private equity and alternative investments, the program trains students in necessary accounting fundamentals, financial modeling, business analysis, and more while also providing mentoring opportunities.
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Chick-fil-A Restaurants
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United States
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Restaurants
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700 & Above Employee
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Shift leader
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May 2021 - Apr 2023
Collaborated with fellow team members as bagger & expediter to increase drive-thru speed resulting in increased order Flow from 60 cars per hour to 80-90 cars per hour average, creating approximately $800 in nightly sales growth• Train and lead a team of 12-14 front of house coworkers on Chic-Fil-A's best practice for fast, safe, and quality service• Resolve customer issues to create positive experiences and long-lasting personal and professional relationships
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Team member
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Oct 2020 - May 2021
• Cashiering and excepting payments for small to large orders.Take orders inside and outside of the building. • Answer the phone to handle customer complaints and place catering orders. • Stock the store up between rushes. • Assist the team leaders by listening to delegation. • Provided initiative to support leadership when I wasn’t asked to. • Bag the customers’ orders. • Prepare the customer’s beverages. • Provide top of the line customer service. • Close and open the store with Shift Lead assistance. • Clean the dining room. • Demonstrating thorough knowledge of the menu items. • Clean the store regularly. • Learn as much as possible during my scheduled shift. Show less
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Evercore
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United States
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Investment Banking
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700 & Above Employee
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TURM Summit Participant
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Feb 2023 - Feb 2023
Participated in a range of workshops and panels with industry leaders aimed at developing leadership skills and technical skills.
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Evercore Investment Banking Simulation
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Jan 2023 - Jan 2023
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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2022 Goldman Sachs Emerging Leaders Series Participant
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May 2022 - Jan 2023
An interactive two-part series that gives the opportunity to learn about careers in the following divisions: Asset Management, Consumer & Wealth Management, Global Investment Research, Global Markets, and Investment Banking. Part I consists of an immersive introductory finance industry overview. Part II will occur during the fall of my sophomore year and will be division-specific. In addition, I will receive a mentor from the firm and have the opportunity to connect with the Campus Recruiting team. Show less
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2022 Virtual Insight Series Participant
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May 2022 - Jun 2022
• Selected out of a pool of over 10,000 applicants.• Program focuses on perfecting your resume, learning about the various roles and divisions at Goldman Sachs, reviewing interview best-practices, and networking with professionals from across the firm.
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2022 Goldman Sachs Market Madness:HBCU Possibilities Program
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Jan 2022 - May 2022
Selected to be a part of 110 out of over 500 applicants to participate in 14-week financial edge training building market-making and analytical skills Networking with members of firms investment banking, asset management, and Credit divisionsCulminating with a capstone project showing case and financial acumen.Mentorship in Personal and career development from vice presidents, Managing Directors, and partners at the firm.
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Blackstone
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United States
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Financial Services
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700 & Above Employee
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Fall Diverse Leader
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Nov 2022 - Dec 2022
• Selected at 1 of 76 sophomores from an applicant pool of over 1800 (4.2% acceptance rate) for intensive program including education on different business divisions within the firm. •Behavioral and Technical Interview training with firm leaders and analysts. • Engaged in Training the Street training sharpening skills in 3 financial statement analysis, private and public company valuation, LBO analysis, and (M&A) Analysis. •Attended analyst and associate panels from all lines of business receiving invaluable career and Profesional development success. Show less
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Black Venture Capital Consortium (BVCC)
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Venture Capital Fellow
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Sep 2022 - Dec 2022
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Amazon
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United States
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Software Development
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700 & Above Employee
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Amazon Emerging Leaders in Finance
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Jul 2022 - Jul 2022
-Analyzed home robot industry to provide a sound diagnostic to increase Amazon’s home robot market share via analyzing current market exploring potential acquisitions and increasing product offerings -Developed network in small breakout sessions with Amazon professionals within business & corporate development - Took part in interactive Exel practices with the goal of understanding cashflow and business breakdown modeling to best manage capital allocation across various lines of business -Analyzed home robot industry to provide a sound diagnostic to increase Amazon’s home robot market share via analyzing current market exploring potential acquisitions and increasing product offerings -Developed network in small breakout sessions with Amazon professionals within business & corporate development - Took part in interactive Exel practices with the goal of understanding cashflow and business breakdown modeling to best manage capital allocation across various lines of business
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Citi
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United States
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Financial Services
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700 & Above Employee
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2022 Citi Freshman Diversity Program
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Jun 2022 - Jul 2022
- 10% acceptance rate selective exploratory program with access to live technical training, business overviews, and networking opportunities - Interpret and calculate DCF Analysis, LBO Analysis, Transaction Comps, Trading Comps - Analyze and connect cash flow statements, income statements, and balance sheet - 10% acceptance rate selective exploratory program with access to live technical training, business overviews, and networking opportunities - Interpret and calculate DCF Analysis, LBO Analysis, Transaction Comps, Trading Comps - Analyze and connect cash flow statements, income statements, and balance sheet
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Wells Fargo Securities - Investment Banking - Freshman Summer Analyst
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May 2022 - Jul 2022
Gained an in-depth understanding of the day-to-day responsibilities within both corporate and investment banking across all three lines of business: banking, Markets, and commercial real estate. Additionally participated in daily active learning sessions with analysts, associates, directors/managing directors, and executive senior executive group heads. Retained understanding of all aspects of banking within product and coverage groups, debt&capital markets, equity capital markets mergers and acquisitions, and leveraged finance and the global institutional client's group(sponsor coverage).Obtained operational knowledge of all aspects of a commercial real estate deal from initial underwriting and analysis to execution and closing. Job Shadowed traders across municipal, RMBS/CMBS, and equities within a bear market environment, observing market operations in both Charlotte, NC, and New York, NY. Received technical training in accounting, credit analysis, excel, deal valuation, and portfolio and relationship management. Engaged in weekly after-hours networking sessions with professionals across all lines of business gaining skills in communication, follow-up, and contact connectivity. Show less
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Bain & Company
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United States
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Business Consulting and Services
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700 & Above Employee
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Freshman Leadership Accelerator Program
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Apr 2022 - May 2022
Develop your leadership abilities - Examine how leadership can make a lasting impact within both businesses and non-profit sectors - Have the opportunity to interview early for the sophomore, one-week program, Building Entrepreneurial Leaders - Leadership and case workshop Develop your leadership abilities - Examine how leadership can make a lasting impact within both businesses and non-profit sectors - Have the opportunity to interview early for the sophomore, one-week program, Building Entrepreneurial Leaders - Leadership and case workshop
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Expedition EY
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Jan 2022 - May 2022
Selected from a competitive pool of 3,000+ applicants to participate in a leadership and career development program through EY. • Access to complete on-demand learning and professional development modules • Participation in team-building exercises and live sessions • Network with EY professionals, recruiters, and peers from colleges and universities across the U.S. Selected from a competitive pool of 3,000+ applicants to participate in a leadership and career development program through EY. • Access to complete on-demand learning and professional development modules • Participation in team-building exercises and live sessions • Network with EY professionals, recruiters, and peers from colleges and universities across the U.S.
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Bank of America
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United States
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Banking
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700 & Above Employee
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Bank of America Risk Emergent Program
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Dec 2021 - May 2022
The Global Risk Emergent Program (GREP) is an ongoing exploratory program designed to provide you with invitations to private events, learning experiences, and opportunities to connect with our business.Developing basic analytical skills in understanding the value of risk management in global & capital markets • Receiving valuable mentorship from Bank of America Risk Management resulting in personal And professional development • Network with professionals from various divisions of BOFA to gain cohesive knowledge of The interconnectedness of risk monument across multiple lines of business. Show less
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Bain & Company
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United States
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Business Consulting and Services
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700 & Above Employee
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ExperienceBain:Spelhouse
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Feb 2022 - Feb 2022
Selective program given to first-year undergraduate students for insights into consulting working with associate consultants on case examples and networking with senior leaders within Bain. Selective program given to first-year undergraduate students for insights into consulting working with associate consultants on case examples and networking with senior leaders within Bain.
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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UBS Tomorrow’s Talent Program
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Nov 2021 - Dec 2021
• Selected from competitive applicant pool to participate in 3-year career accelerator program • Gathered insights through exposure to various departments, culture, and philanthropy • Engaged with UBS speakers to better understand careers in financial services. • Selected from competitive applicant pool to participate in 3-year career accelerator program • Gathered insights through exposure to various departments, culture, and philanthropy • Engaged with UBS speakers to better understand careers in financial services.
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When We All Vote
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United States
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Civic and Social Organizations
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1 - 100 Employee
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Student Ambasador Fellow
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Mar 2020 - Nov 2020
Collaborated on a team of 7 non-partisan fellows with the goal of increasing the youth voter turnout • In conjunction with a team of 7 fellows reaching approximately 3,000 area voting-age youth resulting in the registration of approximately 500 new voters in the Nov.2020 election Collaborated on a team of 7 non-partisan fellows with the goal of increasing the youth voter turnout • In conjunction with a team of 7 fellows reaching approximately 3,000 area voting-age youth resulting in the registration of approximately 500 new voters in the Nov.2020 election
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Education
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Morehouse College
Bachelor of Arts - BA, Economics -
Pebblebrook High School
9th-12th