Philip Fiallo

Financial Analyst Intern at The Retirement Group LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Languages
  • Spanish Limited working proficiency
  • French Elementary proficiency

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst Intern
      • 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.

    • United States
    • Sporting Goods Manufacturing
    • 1 - 100 Employee
    • Digital Marketing Specialist
      • Jan 2022 - Present

    • Product Development Manager
      • Jan 2022 - Apr 2022

    • United States
    • Higher Education
    • 700 & Above Employee
    • Investing Club Member
      • Jan 2022 - Apr 2023

    • Shuttle Driver
      • Sep 2021 - Mar 2022

      I safely transported staff, students, and faculty to various locations on Pepperdine's campus and surrounding areas.

    • United States
    • Entertainment Providers
    • 500 - 600 Employee
    • Production Finance Intern
      • 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.

    • Israel
    • Investment Management
    • 100 - 200 Employee
    • Summer Business Analyst
      • 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.

    • United States
    • Hospitality
    • 1 - 100 Employee
    • Busser
      • Jul 2018 - Jan 2019

Education

  • Pepperdine University
    Bachelor of Science - BS, Business Administration with a Minor in Applied Mathematics
    2019 - 2023
  • High Tech High
    High School Diploma
    2015 - 2019

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