Incoming 2025 Wealth Management Analyst - Private Bank
CurrentIncoming Wealth Management Analyst in the Private Bank Division for the summer of 2025.
Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
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.
This section adds company-level context without repeating Aidan Smith's masked contact details.
Review company-level records connected to Aidan Smith before choosing the right outreach path.
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.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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 →
Lucy Gonzalez
Colleague at Bank Of AmericaLos Angeles, California, United States, United States
View →
YW
Yolanda Washington
Colleague at Bank Of AmericaPflugerville, Texas, United States, United States
View →
MT
Melody Tham
Colleague at Bank Of AmericaSingapore, Singapore
View →
CM
Carolina Morales
Colleague at Bank Of AmericaLos Angeles County, California, United States, United States
View →
SR
Sujatha R
Colleague at Bank Of AmericaWaxhaw, North Carolina, United States, United States
View →
DW
Dorita Williamson
Colleague at Bank Of AmericaGreater Kalamazoo Area, United States
View →
JS
Jake Shrider, Mba
Colleague at Bank Of AmericaMyrtle Beach, South Carolina, United States, United States
View →
AL
Alberto Loayza
Colleague at Bank Of AmericaGreater London, England, United Kingdom, United Kingdom
View →
PW
Pam Weart
Colleague at Bank Of AmericaConcord, North Carolina, United States, United States
View →
DS
Deiondra Stovall
Colleague at Bank Of AmericaUnited States, United States
View →
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
Quick answers generated from the profile data available on this page.
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 Lucy Gonzalez, Yolanda Washington, Melody Tham, Carolina Morales, and Sujatha R.
You can use AeroLeads to view verified contact signals for Aidan Smith at Bank of America, including work email, phone, and LinkedIn data when available.
Aidan Smith holds Bachelor'S Degree, Finance And Business Analytics, Junior from Indiana University Bloomington.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Aidan Smith you were looking for.