Incoming 2025 Wealth Management Analyst - Private Bank
CurrentIncoming Wealth Management Analyst in the Private Bank Division for the summer of 2025.
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Aidan Smith is listed as Dual Major in Finance and Business Analytics at the Kelley School of Business | Wealth Management Workshop | Bank of America Private Bank at Bank of America, a company with 250057 employees, based in Bloomington, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Aidan Smith.
Aidan Smith previously worked as Incoming 2025 Wealth Management Analyst - Private Bank at Bank Of America and Project Intern at Panoramic Capital Management Llc. Aidan Smith holds Bachelor'S Degree, Finance And Business Analytics, Junior from Indiana University Bloomington.
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As an incoming Junior finance and business analytics student at the Kelley School of Business at Indiana University, I am passionate about pursuing a career in capital markets and/or wealth management. My academic background has provided me with a solid foundation in financial analysis, accounting, markets, and corporate finance, which I am eager to apply in a professional setting.In addition to my academic achievements, I am also actively seeking opportunities to gain practical experience in the field of finance, specifically around markets. I have participated in various clubs on campus, where I have had the opportunity to engage with like-minded individuals and develop my analytical skills. I have also participated in multiple internship/shadowing programs with local financial firms in my hometown of San Francisco, CA, where I have gained hands-on experience in market research and analysis. As an aspiring capital markets or wealth management intern, I am committed to working tirelessly to achieve my goals. I am a dedicated and detail-oriented individual who thrives in fast-paced, high-pressure environments. I am confident that my academic and professional background, combined with my passion for markets, will make me a valuable asset to any firm. If you are seeking a driven and motivated finance student with a strong desire to succeed in a market-center career, please do not hesitate to contact me. I look forward to connecting with you.
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New York City Metropolitan Area
Incoming Wealth Management Analyst in the Private Bank Division for the summer of 2025.
San Francisco Bay Area
Developed solutions around risk management for the equity fund, which currently holds $115 million AUM, for portfolios of over 50 equity securities. Created a worksheet that provided real-time metrics relevant to a partner's portfolio, while also highlighting future projections and past performance.Researched trends over the past decade in order to provide.
Corte Madera, California, United States
Managed flow of in house and online orders, as well as serving guests. Tracked daily and weekly sales and inventory. Communicated with catering services on large orders.
Other employees you can reach at bankofamerica.com. View company contacts for 250057 employees →
Vaibhav Darji
Colleague at Bank Of AmericaAhmedabad, Gujarat, India, India
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Amarilis Vazquez
Colleague at Bank Of AmericaNorth Port-Sarasota Area, United States
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Emma West
Colleague at Bank Of AmericaGreater London, England, United Kingdom, United Kingdom
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Maikah Pender
Colleague at Bank Of AmericaWinston-Salem, North Carolina, United States, United States
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Ivan Wong
Colleague at Bank Of AmericaHong Kong SAR, Hong Kong
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Todd Wellentin
Colleague at Bank Of AmericaHartland, Wisconsin, United States, United States
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Marvin Toussaint
Colleague at Bank Of AmericaGreater Boston, United States
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Christy Arevalo-Lunsford
Colleague at Bank Of AmericaWesley Chapel, Florida, United States, United States
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Thrishna Muthu
Colleague at Bank Of AmericaSingapore, Singapore
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Maria Bazaldua
Colleague at Bank Of AmericaBerwyn, Illinois, United States, United States
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Activities and Societies: Charles Schwab Wealth Management Workshop, Financial Services Club, Banking and Trading Association, Real Estate.
Courses (Senior & Graduate level): Computational Mathematics for Finance Fixed Income Securities and Debt Markets
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Aidan Smith works for Bank of America.
Aidan Smith is listed as Dual Major in Finance and Business Analytics at the Kelley School of Business | Wealth Management Workshop | Bank of America Private Bank at Bank of America.
Aidan Smith is based in Bloomington, Indiana, United States while working with Bank of America.
Aidan Smith has worked for Bank Of America, Panoramic Capital Management Llc, and World Wrapps.
Aidan Smith's colleagues at Bank of America include Vaibhav Darji, Amarilis Vazquez, Emma West, Maikah Pender, and Ivan Wong.
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Aidan Smith holds Bachelor'S Degree, Finance And Business Analytics, Junior from Indiana University Bloomington.
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