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Monica Phelan profile image

Monica Phelan

Investment Analyst at Cambridge Capital LLC
Intro Book
Investment Analyst with expertise in financial analysis and leadership.
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Location
West Palm Beach, Florida, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Elementary proficiency
Skills
  • Microsoft Office
  • Financial Analysis
  • Management
  • Microsoft Excel
  • Leadership
  • Show all
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Bio

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Monica Phelan is a seasoned investment analyst with 4+ years of experience in financial analysis, leadership, and management. She holds an Actuarial Science degree from the University of Connecticut and has proficiency in Microsoft Office, Financial Analysis, and Financial Modeling.

Experience

  • Cambridge Capital LLC
    • West Palm Beach, Florida, United States
    • Investment Analyst
      • Mar 2020 - Present
      • West Palm Beach, Florida, United States

  • Visor - Tax Advisor
    • San Francisco Bay Area
    • Chief Of Staff
      • Apr 2017 - Mar 2020
      • San Francisco Bay Area

  • Meritech Capital Partners
    • Palo Ato
    • Meritech Capital Partners
      • Jan 2015 - Mar 2020
      • Palo Ato

  • RadiumOne
    • San Francisco Bay Area
    • Analyst (contract)
      • Sep 2015 - Nov 2015
      • San Francisco Bay Area

  • Alexander and Grenon
    • Cheshire, Connecticut
    • Partner Operations Manager
      • Jul 2011 - Jun 2015
      • Cheshire, Connecticut

  • Walt Disney World
    • Orlando, Florida Area
    • Disney College Program
      • Jan 2011 - Jun 2011
      • Orlando, Florida Area

  • That's Great News
    • Cheshire, Connecticut
    • Analyst Internship
      • Feb 2010 - Dec 2010
      • Cheshire, Connecticut

Education

  • University of Connecticut
    Actuarial Science

Suggested Services

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

Industry Focus. “Investment Banking”

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