Lisandro Ortiz
Member at Investment Banking Club (IBC)- Claim this Profile
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Experience
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Investment Banking Club (IBC)
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United States
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Investment Banking
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1 - 100 Employee
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Member
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Sep 2023 - Present
Minneapolis, Minnesota, United States
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Carlson Investment Banking Network (CIBN)
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United States
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Investment Banking
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1 - 100 Employee
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Selected Member
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Sep 2023 - Present
Minneapolis, Minnesota, United States
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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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Alternative Investments and Investment Banking (AIIB) SEO Edge Participant
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Aug 2023 - Present
New York, United States · Receive coaching and online instruction to achieve targeted interview, technical, and professional developmental goals · Learn business fundamentals to compete successfully for internship opportunities · Complete industry-specific training and assessments focused on developing technical skills, institutional knowledge, and attention to detail
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Creative Planning
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United States
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Financial Services
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700 & Above Employee
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Accounting Intern
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Jun 2023 - Aug 2023
Bloomington, Minnesota, United States
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Aqua Finance, Inc.
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United States
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Financial Services
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100 - 200 Employee
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Senior Dialer/ CSR
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Aug 2022 - Jun 2023
A quote from my current manager " I have worked directly with Lisandro, I am pleased to say that he is an excellent worker, always willing to help when needed, with excellent skills on the phone with clients, answering calls and collecting, the time I have worked with Lisandro always exceeds his required goals and he strives to continue learning, and everything he learns is shared with his teammate, personally Lisandro always has a positive attitude and his work reflects it." - Jerry Acevedo
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Access Distributed
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Professional Training and Coaching
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1 - 100 Employee
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Cohort Finance Fellow
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Sep 2022 - May 2023
Investment banking-centered mentorship and training program during the 2022-2023 academic school year. Training centered on Excel, accounting, financial modeling, Investment banking, PE, M&A, valuation, LBO, etc.
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Aspirus Health
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United States
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Hospitals and Health Care
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700 & Above Employee
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Health Screener
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Jul 2021 - Aug 2022
Wausau-Stevens Point Area
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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 Insight Series
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May 2022 - Jun 2022
-Selected out of 10,000 applicants for the professional development program in order to learn more about the various roles and divisions at Goldman Sachs and networking with professionals from across the firm - career development program learning about the various roles and divisions at Goldman Sachs, reviewing interview best-practices, networking with professionals from across the firm, and learning about resume perfecting skills
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The Branch
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Media Production
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1 - 100 Employee
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Selected Fellow
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Feb 2022 - May 2022
• Brainstormed and designed initiatives to achieve corporate goals. • Identified opportunities to implement human centered design and entrepreneurial skills enabling teams to generate innovative solutions • Consulted ideas with business executives to select the most beneficial one • Interviewed 30% of an attorneys in a law firm to collect data so we could ideate • Proposed an agenda on how the law firm would be able enhance the ability to retain… Show more • Brainstormed and designed initiatives to achieve corporate goals. • Identified opportunities to implement human centered design and entrepreneurial skills enabling teams to generate innovative solutions • Consulted ideas with business executives to select the most beneficial one • Interviewed 30% of an attorneys in a law firm to collect data so we could ideate • Proposed an agenda on how the law firm would be able enhance the ability to retain attorneys https://www.youtube.com/watch?v=SpRxPoR-0SM&t=1272s Show less
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Senior Dialer
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Sep 2020 - Jun 2021
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Dialer II
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Sep 2019 - Sep 2020
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Dialer I
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Feb 2019 - Sep 2019
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Education
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University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance -
University of Wisconsin-Stevens Point
Finance, General -
Wausau East
High School Diploma