Adam Weise Email & Phone Number

Austin, Tx, Us

Fremont, California, United States

Fremont, California, United States

Westwood, California, United States

Century City

-Worked under Endurance Artist Management, a wealth management group out of UBS Century City specializing in ultra high net worth individuals-Originally summer internship, continued through school year-Tasks: completed research reports, compiled data, and processed documents-Actively attended private equity pitches to provide insight and recommendations to senior management regarding fund selection and investment strategies-Managed investor relations with relevant public… Show more -Worked under Endurance Artist Management, a wealth management group out of UBS Century City specializing in ultra high net worth individuals-Originally summer internship, continued through school year-Tasks: completed research reports, compiled data, and processed documents-Actively attended private equity pitches to provide insight and recommendations to senior management regarding fund selection and investment strategies-Managed investor relations with relevant public companies Show less

Westlake Village, California, United States

-Worked my way up as sales man to sales supervisor over two and a half years-Job tasks included sales, customer care, delivery, and handling high end clientele-Total personal sales of over $960,000 over 25 months-Trek Westlake became the #1 store in the country

Los Angeles County, California, United States

-Summer intern at a wealth management firm near Los Angeles-This firm specialized in high end individuals in the music industry (artists, producers, managers)-Personal assistant to the chief investment officer/founder-Helped with financial analysis, daily briefing, client relations, and documenting meetings