Aidan Saeed Email & Phone Number
Who is Aidan Saeed? Overview
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Aidan Saeed is listed as President and Co-Founder at The Occidental Finance Club, a with 615 employees, based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Aidan Saeed.
Aidan Saeed previously worked as Incoming Investment Banking Summer Analyst at Btig and Collegiate Track Athlete at Ncaa. Aidan Saeed holds Bachelor Of Arts - Ba, Economics And French from Occidental College.
Email format at The Occidental Finance Club
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About Aidan Saeed
I am Aidan Saeed, a junior Economics major with a minor in French at Occidental College, where I am active in both academics and athletics, participating in the Consulting Group and the Track & Field team. My experience as an Investment Analyst Intern at One Capital Management, LLC, enhanced my understanding of asset management and banking. Additionally, during a recent internship at FC Basel in Switzerland, I engaged in market analysis, further broadening my practical finance skills. I am also preparing for the CFA Level 1 exam in May 2024, demonstrating my commitment to advancing my career in banking and asset management. These experiences have sharpened my analytical skills, equipping me to address real-world financial challenges effectively. I am eager to pursue internship opportunities that align with my career goals and offer a platform for continuous professional development.
Aidan Saeed's current company
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Aidan Saeed work experience
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Incoming Investment Banking Summer Analyst
Current
Lead Consultant
Current• We provide pro bono management consulting services to businesses and nonprofit organizations in the Los Angeles area and nationally. • Appointed social media marketing team leader to promote sales for a local business and increase their social media platform.• Work closely and cooperatively with clients to develop innovative and long-lasting solutions.
Investment Analyst Intern
Portfolio Research and Analysis-Researched and generated comprehensive report write-ups for One Capital's investment portfolio, enhancing the decision-making process.-Developed a capital forecast for a client's financial plan, presenting detailed findings and actionable recommendations to the firm's President.-Created and delivered PowerPoint presentations for weekly investment committees, effectively communicating key investment strategies and performance metrics.Portfolio Management-Composed detailed Talking Points Memos for specific publicly traded companies and ETFs, leveraging financial data from the Bloomberg Terminal.-Utilized the Bloomberg Terminal and Query Language to perform in-depth analytics on potential client bond portfolios, providing data-driven insights for investment decisions.Wealth Analysis-Prepared comprehensive wealth plans using OCM's proprietary Excel template, incorporating factors such as cash flow, tax brackets, retirement accounts, and real estate.-Presented thorough wealth forecasts, cash flow analyses, and tailored recommendations to company executives, supporting strategic wealth management initiatives.
Market Analysis Intern
Colleagues at The Occidental Finance Club
Other employees you can reach at btig.com. View company contacts for 615 employees →
Kevin Edwards
Colleague at The Occidental Finance ClubLondon Area, United Kingdom
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Barry Doft
Colleague at The Occidental Finance ClubMiami, Florida, United States
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Robert Wands
Colleague at The Occidental Finance ClubDallas, Texas, United States
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James Varsam
Colleague at The Occidental Finance ClubNew York, United States
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Drew Forrest
Colleague at The Occidental Finance ClubGreater Melbourne Area, Australia
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Steve Babb
Colleague at The Occidental Finance ClubChelmsford, England, United Kingdom
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Joe Jacques
Colleague at The Occidental Finance ClubSan Francisco, California, United States
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RW
Roxanne Wasiluk, Mba
Colleague at The Occidental Finance ClubNew York, United States
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BJ
Brian James
Colleague at The Occidental Finance ClubNew York, United States
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Stephen Samain
Colleague at The Occidental Finance ClubLondon, England, United Kingdom
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Aidan Saeed education
Bachelor Of Arts - Ba, Economics And French
High School Diploma, 8Th-12Th
Frequently asked questions about Aidan Saeed
Quick answers generated from the profile data available on this page.
What company does Aidan Saeed work for?
Aidan Saeed works for The Occidental Finance Club.
What is Aidan Saeed's role at The Occidental Finance Club?
Aidan Saeed is listed as President and Co-Founder at The Occidental Finance Club.
Where is Aidan Saeed based?
Aidan Saeed is based in Los Angeles, California, United States while working with The Occidental Finance Club.
What companies has Aidan Saeed worked for?
Aidan Saeed has worked for The Occidental Finance Club, Btig, Ncaa, The Occidental Consulting Group, and One Capital Management, Llc.
Who are Aidan Saeed's colleagues at The Occidental Finance Club?
Aidan Saeed's colleagues at The Occidental Finance Club include Kevin Edwards, Barry Doft, Robert Wands, James Varsam, and Drew Forrest.
How can I contact Aidan Saeed?
You can use AeroLeads to view verified contact signals for Aidan Saeed at The Occidental Finance Club, including work email, phone, and LinkedIn data when available.
What schools did Aidan Saeed attend?
Aidan Saeed holds Bachelor Of Arts - Ba, Economics And French from Occidental College.
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