Caden Guimond
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Caden Guimond Email & Phone Number

Corporate Finance and Accounting Student at Bentley University at Bentley Investment Group
Location: Hatfield, Massachusetts, United States 4 work roles 2 schools
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Current company
Bentley Investment Group
Role
Corporate Finance and Accounting Student at Bentley University
Location
Hatfield, Massachusetts, United States
Company size
77 employees

Who is Caden Guimond? Overview

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Quick answer

Caden Guimond is listed as Corporate Finance and Accounting Student at Bentley University at Bentley Investment Group, a company with 77 employees, based in Hatfield, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Caden Guimond.

Caden Guimond previously worked as Communications Sector Analyst at Bentley Investment Group and General Body Member at Bentley Investment Group. Caden Guimond holds Bachelor Of Science - Bs, Corporate Finance And Accounting from Bentley University.

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Bentley Investment Group

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Profile bio

About Caden Guimond

I am a junior at Bentley University, majoring in Corporate Finance and Accounting. I have a strong passion for finance and am always eager to learn more about the field. My internships in financial services and wealth management have given me practical, real-world experience. Currently, I am an Analyst for the Communications Sector in the Bentley Investment Group and a participant in the Bentley Investment Banking Club’s mentorship program. These experiences have helped me gain valuable insights from peers and professionals, and I’m excited to continue growing my knowledge through future internships and job opportunities.

Current workplace

Caden Guimond's current company

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Bentley Investment Group
Bentley Investment Group
Corporate Finance and Accounting Student at Bentley University
waltham, massachusetts, united states
Website
bentleyinvestmentgrp.com
Employees
77
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4 roles

Caden Guimond work experience

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Communications Sector Analyst

Current
Bentley Investment Group

Waltham, Massachusetts, United States

Sep 2023 - Present

General Body Member

Bentley Investment Group

Waltham, Massachusetts, United States

  • Actively contribute to one of the largest student-run investment groups, managing Bentley’s $1.2 million portfolio
  • Partake in weekly meetings to evaluate stocks and stock pitches entering BIG’s portfolio (Communications Sector)
  • Acquire knowledge about DCF valuations, “Comps” analysis, and company overviews to research and develop stock pitches
Sep 2022 - Sep 2023

Investment Intern

Atlantic Planning Group, Llc

Waltham, Massachusetts, United States

  • Conducted comprehensive market research and in-depth analysis to recommend strategic adjustments to model portfolios, optimizing asset allocation to enhance portfolio performance and align with evolving client.
  • Created a detailed Excel tracking sheet to evaluate fund advisory providers, driving informed decisions on advisory allocation
  • Developed and implemented an Excel-based tracking system to monitor client cash balances, identifying opportunities to optimize capital allocation, reduce excess holdings, and generate new investment opportunities that.
  • Supported day-to-day operations by preparing materials for advisors ahead of client meetings, managing CRM data entry post-meeting, and completing applications for new business opportunities, contributing to a.
May 2024 - Aug 2024

Financial Services Intern

Ostberg & Associates Financial Services And Insurance

Northampton, Massachusetts, United States

  • Utilized the CRM to create dynamic reports that were used to enhance the contact database and generate leads for coworkers
  • Produced a variety of Excel reports ranging from fee analysis on various funds, creating a dividend reinvestment template, utilizing charts to illustrate how a client’s assets were being passed on to beneficiaries, and.
  • Conducted research in order to create white papers on financial concepts such as Regulation Best Interest and qualified longevity annuity contracts that were then used as informational handouts for our clients
  • Reviewed all new life insurance policies entered into the database to ensure they were within the guidelines of compliance
May 2023 - Aug 2023
Team & coworkers

Colleagues at Bentley Investment Group

Other employees you can reach at bentleyinvestmentgrp.com. View company contacts for 77 employees →

FL Fengqian Li Fengqian Li Colleague at Bentley Investment Group Los Angeles Metropolitan Area, United States View → RB Romin Bakhtiyor Romin Bakhtiyor Colleague at Bentley Investment Group Wakefield, Massachusetts, United States, United States View → DD Dillon Driscoll Dillon Driscoll Colleague at Bentley Investment Group Waltham, Massachusetts, United States, United States View → BG Bryan Griffin Bryan Griffin Colleague at Bentley Investment Group Ossining, New York, United States, United States View → JP Jacob Prior Jacob Prior Colleague at Bentley Investment Group Southborough, Massachusetts, United States, United States View → MY Melih Yilmaz Melih Yilmaz Colleague at Bentley Investment Group Waltham, Massachusetts, United States, United States View → DV Daniel Velez Daniel Velez Colleague at Bentley Investment Group Brooklyn, New York, United States, United States View → JG Jack Ginter Jack Ginter Colleague at Bentley Investment Group New York, New York, United States, United States View → WG William Guy William Guy Colleague at Bentley Investment Group Milwaukee, Wisconsin, United States, United States View → CB Catalina Borrero Ruiz Catalina Borrero Ruiz Colleague at Bentley Investment Group Waltham, Massachusetts, United States, United States View →
2 education records

Caden Guimond education

Bachelor Of Science - Bs, Corporate Finance And Accounting

Bentley University

Activities and Societies: Bentley Investment Group, Investment Banking Club GPA: 3.98/4.0

FAQ

Frequently asked questions about Caden Guimond

Quick answers generated from the profile data available on this page.

What company does Caden Guimond work for?

Caden Guimond works for Bentley Investment Group.

What is Caden Guimond's role at Bentley Investment Group?

Caden Guimond is listed as Corporate Finance and Accounting Student at Bentley University at Bentley Investment Group.

Where is Caden Guimond based?

Caden Guimond is based in Hatfield, Massachusetts, United States while working with Bentley Investment Group.

What companies has Caden Guimond worked for?

Caden Guimond has worked for Bentley Investment Group, Atlantic Planning Group, Llc, and Ostberg & Associates Financial Services And Insurance.

Who are Caden Guimond's colleagues at Bentley Investment Group?

Caden Guimond's colleagues at Bentley Investment Group include Fengqian Li, Romin Bakhtiyor, Dillon Driscoll, Bryan Griffin, and Jacob Prior.

How can I contact Caden Guimond?

You can use AeroLeads to view verified contact signals for Caden Guimond at Bentley Investment Group, including work email, phone, and LinkedIn data when available.

What schools did Caden Guimond attend?

Caden Guimond holds Bachelor Of Science - Bs, Corporate Finance And Accounting from Bentley University.

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