See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

DF

Dylan Finnegan

Intern at Uphill Partners LLC
Intro Book
Dylan Finnegan is a seasoned investment professional with 7 years of experience in the finance sector, holding a BBA from the University of Michigan and proficiency in multiple languages.
  • Claim this Profile
Location
San Francisco Bay Area, US
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
As a seasoned investment professional based in the San Francisco Bay Area, I bring a unique blend of experience and education to the table. I hold a Bachelor of Business Administration from the University of Michigan's Stephen M. Ross School of Business, where I'm set to graduate in 2026. With over 3 years of experience in portfolio management and investment analysis, I've had the opportunity to work with esteemed organizations such as Michigan Ross Real Estate Fund, Theta Capital, and Apex Trading Group. In addition to my professional experience, I've also co-founded and led the Redwood High School Finance Club, demonstrating my passion for finance and leadership. I'm proficient in a range of skills, including investment analysis, portfolio management, and data analysis. With a strong educational foundation and a proven track record of success, I'm excited to continue growing and contributing to the finance industry. My experience has taught me the importance of adaptability, teamwork, and strategic thinking. I'm looking forward to applying my skills and knowledge to drive results in my next endeavor.

Credentials

  • Red Cross First Aid/CPR/AED
    American Red Cross
    Jan, 2021
    - May, 2026

Experience

Education

  • 2022 - 2026
    University of Michigan - Stephen M. Ross School of Business
    Bachelor of Business Administration - BBA, Business Administration and Management, General
  • 2018 - 2022
    Redwood High School, TUHSD
    High School Diploma

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles