John Fanjul
Location
Chicago, IL
Miami, FL
Education
U
University of Chicago
September 2023 - May 2027
expected degree
Bachelor's
major
Economics
U
University of Chicago Booth School of Business
Work Experience
I
Insigneo Wealth Management
Wealth Management Intern
Miami, FL, US
July 2024 - present
company
Insigneo Wealth Management
title
Wealth Management Intern
overview
- Diversified high net worth individual's portfolios by providing access to asset classes such as private equity and credit
- Generated weekly reports for clients to present their returns and performance
- Evaluated market trends to inform shift in portfolio concentration from technology funds to private credit
A
American Sugar Refining Group
Finance Operations Intern
West Palm Beach, FL, US
June 2024 - July 2024
Skills
Languages
EnglishSpanish
Skills
AccountingAgricultureAsset ClassesAsset ManagementBusiness ModelCaptionsCash ManagementConsultingCultural ActivitiesData AnalysisData QualityDiscounted Cash FlowE-BusinessEconomyFinancial ModelingFinancial SystemsForecasting SkillsInvestment BankingKnowledge of BoatsKnowledge of FinanceLeadershipLeveraged BuyoutMaintenanceMarket ResearchMarket TrendsMergers and AcquisitionsMicrosoft AccessMicrosoft ExcelMicrosoft OfficePhysicsPower BIPrivate EquityRecruitmentSalesSearch Engine OptimizationSimulationsStock ControlStrategies of MarketingSwimming SkillsTrading