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Dylan Thoerner profile image

Dylan Thoerner

Wealth Management Intern at Knightsbridge Wealth Management
Intro Book
Finance professional with a Master's degree and experience in financial analysis and wealth management.
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Location
Santa Ana, California, United States, US
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Bio

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Dylan Thoerner is a finance professional with a Master's degree from the University of California, Irvine - The Paul Merage School of Business, and a Bachelor's degree from Tufts University. He has experience in financial analysis and wealth management, having interned at Knightsbridge Wealth Management. Dylan is skilled in financial research, financial statement analysis, and investment management, and has certifications in Excel Essential Training and Hubspot Inbound Marketing. With a strong educational background and relevant work experience, Dylan is well-equipped to provide financial guidance and analysis to clients.

Credentials

  • Excel Essential Training (Office 365)
    LinkedIn
    Jun, 2020
    - Apr, 2026
  • Hubspot Inbound Marketing Certification
    HubSpot Academy
    Aug, 2022
    - Apr, 2026

Experience

Education

  • 2023 - 2024
    University of California, Irvine - The Paul Merage School of Business
    Master's degree, Finance
  • 2019 - 2023
    Tufts University
    Bachelor's degree, Economics
  • 2015 - 2019
    Arnold O. Beckman High School

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Industry Focus. “Financial Services”

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