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Ava G. is listed as Fixed Income Analyst at the College of Charleston Investment Program at Beacon Pointe, a company with 186 employees, based in Charleston County, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Ava G..
Ava G. previously worked as Intern at Beacon Pointe and Fixed Income Analyst at College Of Charleston Investment Program. Ava G. holds Bachelor Of Business Administration - Bba, Finance, General from College Of Charleston Honors.
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I am currently a Senior at the College of Charleston pursuing a B.S. in Finance and a minor in Management
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Charleston, South Carolina Metropolitan Area
-Work in direct coordination with a Senior Wealth Advisor and team of wealth management professionals to deliver life and legacy planning, sophisticated investment solutions, and impact initiatives to clients-Serve as a liaison to firm professionals and client services associates in the research, review, and execution of sensitive and high priority.
-Selected to a cohort of 18 elite students managing an investment portfolio of $400,000 comprised of large-cap public equity and private capital-Participates in weekly macroeconomic discussions and sector roundtables to discuss market impact on investment portfolio-Applies fundamental analysis to pitch investments in public equity securities
Charleston, South Carolina Metropolitan Area
-Administer tours to prospective students and their families -Support the Office of Admissions in event staging, hosting, and recruitment initiatives
Charleston, South Carolina Metropolitan Area
-Assisted senior financial planner with wealth management, including life insurance, disability insurance, annuities, and tax sheltering -Conducted business valuations and assisted with wealth management advice to individuals and companies
Charleston, South Carolina Metropolitan Area
-Participated in training program by the College in peer leadership and teaching techniques-Created lesson plans, taught seminars, graded assignments, and communicated with students and program administrators
Charleston, South Carolina Metropolitan Area
-Assisted students in the Bridge Program and other support programs with their transitions to college-Conducted one-on-one meetings with students to discuss grades, planning, scheduling, and other academic topics
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
Julie Johnson, Cdfa®
Colleague at Beacon Pointe
Newport Beach, California, United States, United States
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JD
Jack Delafield
Colleague at Beacon Pointe
Seattle, Washington, United States, United States
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TG
Tj Gillen
Colleague at Beacon Pointe
Lake Elmo, Minnesota, United States, United States
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JL
Joshua Lustbader
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
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HS
Heather Schaber
Colleague at Beacon Pointe
Milwaukee, Wisconsin, United States, United States
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MT
Malinda Top
Colleague at Beacon Pointe
Greater Seattle Area, United States
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LA
Laine Ainsworth, Cfp®
Colleague at Beacon Pointe
Newport Beach, California, United States, United States
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MG
Michael Gonzalez, Cfp®
Colleague at Beacon Pointe
Philadelphia, Pennsylvania, United States, United States
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CP
Cathi Prentice
Colleague at Beacon Pointe
Newport Beach, California, United States, United States
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RF
Reed Finney Cfp ®, Clu®
Colleague at Beacon Pointe
Fairfield, New Jersey, United States, United States
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Quick answers generated from the profile data available on this page.
Ava G. works for Beacon Pointe.
Ava G. is listed as Fixed Income Analyst at the College of Charleston Investment Program at Beacon Pointe.
Ava G. is based in Charleston County, South Carolina, United States while working with Beacon Pointe.
Ava G. has worked for Beacon Pointe, College Of Charleston Investment Program, Charleston 40, Northwestern Mutual, and College Of Charleston Honors College.
Ava G.'s colleagues at Beacon Pointe include Julie Johnson, Cdfa®, Jack Delafield, Tj Gillen, Joshua Lustbader, and Heather Schaber.
You can use AeroLeads to view verified contact signals for Ava G. at Beacon Pointe, including work email, phone, and LinkedIn data when available.
Ava G. holds Bachelor Of Business Administration - Bba, Finance, General from College Of Charleston Honors.
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