Philip Fiallo
Financial Analyst Intern at The Retirement Group LLC- Claim this Profile
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Spanish Limited working proficiency
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French Elementary proficiency
Topline Score
Bio
Experience
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The Retirement Group LLC
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United States
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Financial Services
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1 - 100 Employee
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Financial Analyst Intern
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May 2023 - Present
- Assisting in the preparation of financial reports, conducting market analysis, and monitoring investment performance. - Contributing to the development of financial models and forecasting tools, evaluating potential investment opportunities and company performance. - Gaining hands-on experience in risk assessment, client presentations, and staying updated on industry trends and regulations. - Assisting in the preparation of financial reports, conducting market analysis, and monitoring investment performance. - Contributing to the development of financial models and forecasting tools, evaluating potential investment opportunities and company performance. - Gaining hands-on experience in risk assessment, client presentations, and staying updated on industry trends and regulations.
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Golf Daddy
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United States
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Sporting Goods Manufacturing
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1 - 100 Employee
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Digital Marketing Specialist
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Jan 2022 - Present
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Product Development Manager
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Jan 2022 - Apr 2022
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Pepperdine University
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United States
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Higher Education
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700 & Above Employee
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Investing Club Member
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Jan 2022 - Apr 2023
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Shuttle Driver
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Sep 2021 - Mar 2022
I safely transported staff, students, and faculty to various locations on Pepperdine's campus and surrounding areas.
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Insomniac Events
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United States
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Entertainment Providers
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500 - 600 Employee
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Production Finance Intern
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Jun 2022 - Nov 2022
- Developed a wide variety of budget and forecasting reports in Excel, enhancing accuracy and organization for upcoming 2023 events. - Prepared detailed reports showcasing trends, impacts, and outcomes for individual club and festival events. - Collaborated with fellow interns to create a comprehensive marketing campaign for a 2023 festival event, utilizing vertical integration strategies. - Developed a wide variety of budget and forecasting reports in Excel, enhancing accuracy and organization for upcoming 2023 events. - Prepared detailed reports showcasing trends, impacts, and outcomes for individual club and festival events. - Collaborated with fellow interns to create a comprehensive marketing campaign for a 2023 festival event, utilizing vertical integration strategies.
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OurCrowd
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Israel
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Investment Management
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100 - 200 Employee
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Summer Business Analyst
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Apr 2019 - May 2019
As a summer analyst intern for OurCrowd, I researched and organized information surrounding various tech start-ups within the company's portfolio in order to help senior VC's market towards investors. My work helped generate six figures worth of investments for a variety of companies in various tech spaces. As a summer analyst intern for OurCrowd, I researched and organized information surrounding various tech start-ups within the company's portfolio in order to help senior VC's market towards investors. My work helped generate six figures worth of investments for a variety of companies in various tech spaces.
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Catamaran Resort Hotel & Spa
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United States
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Hospitality
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1 - 100 Employee
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Busser
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Jul 2018 - Jan 2019
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Education
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Pepperdine University
Bachelor of Science - BS, Business Administration with a Minor in Applied Mathematics -
High Tech High
High School Diploma