Caitlin Gregory Email and Phone Number
Embarking on my professional journey, the University of Florida has been pivotal in nurturing my expertise in Business Administration, with a focus on Wealth Management and a certificate in the Fundamentals of AI. My sophomore year summer I was a Summer Analyst Intern at Lincoln International, I delved into the intricacies of M&A, applying my analytical skills to real-world finance.My role as Healthcare Sector leader at TAMID Group honed my competencies in the healthcare sector, where effective communication and meticulous analysis were crucial. These experiences are the cornerstones of my career, reflecting a steadfast dedication to financial excellence and client success.My top 5 Clifton Strengths are Competition, Woo, Activator, Significance, and Positivity.
Cascadia
View- Website:
- cascadiacapital.com
- Employees:
- 91
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Incoming M&A Summer AnalystCascadia Oct 2024 - PresentAustin, Texas, United States
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Sector LeaderTamid Group Sep 2024 - PresentGainesville, Florida, United StatesHealthcare Sector leader in charge of managing healthcare sector analysts and associates, modeling and leading the team to create stock pitches and compete against other chapters. -
Fund AnalystTamid Group Sep 2023 - Sep 2024Gainesville, Florida, United StatesHealthcare sector
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Summer Analyst InternLincoln International May 2024 - Sep 2024New York, New York, United StatesM&A -
Recruitment ChairZeta Tau Alpha Fraternity Apr 2024 - Sep 2024Gainesville, Florida, United StatesLed and organized parts of the recruitment process, helping junior recruiters understand the ins and outs by teaching them effective communication, logistics, and managed the preference round -
Recruitment AssistantZeta Tau Alpha Fraternity Feb 2023 - Apr 2024Gainesville, Florida, United StatesDedicated Recruitment Assistant at Zeta Tau Alpha, proficient in coordinating and executing successful recruitment events. Effectively organized the preference round through meticulous planning, weekly communication meetings, and collaborative efforts with my co-chair. Demonstrated skills in event management, communication, and teamwork resulting in a triumphant recruitment round in August 2023.
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InternArs Wealth Advisors Jun 2023 - Sep 2023Gainesville, Florida, United StatesCollaborated in senior banker meetings with wealth management clients managing assets between $1MM-$5MM+, discussing investment strategies, including debt and equity portfolio composition, alternative investments, and aligning risk profiles with age -
Ocean LifeguardPonte Vedra Inn & Club Feb 2021 - Aug 2023Ponte Vedra Beach, Florida, United StatesWent through at 4 month training to become a USLA certified lifeguard, Emergency Medical Responder, Red Cross pool lifeguard certified and CPR certified. After this training I begun working at a 5 star beach resort and club as a beach lifeguard, and have gone on multiple medical calls to aid hotel guests and club members. I have learned time management, customer service skills, medical responding skills, and leadership qualities. -
Team MemberLeadership Development Program - University Of Florida Aug 2022 - Dec 2022Gainesville, Florida, United StatesAn application based program that teaches leadership through community service based projects. Within the Warrington College of Business, this program allows students to get more involved with upperclassmen mentors. -Met weekly in small groups to improve leadership skills, as well as work on a semester service project.-Biweekly large meetings where core leadership and communication qualities were taught.-Planned, fundraiser, and presented semester sling community service project, which was a donation to a local women’s shelter in Gainesville. -
BabysitterSelf-Employed Feb 2019 - Jan 2022United StatesCertified babysitting basic Red Cross course as well as CPR certified. Worked for kids ranging in the ages of 8 monthes-13 years old.
Caitlin Gregory Education Details
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Junior -
Ponte Vedra High SchoolHigh School Diploma -
High School Diploma
Frequently Asked Questions about Caitlin Gregory
What company does Caitlin Gregory work for?
Caitlin Gregory works for Cascadia
What is Caitlin Gregory's role at the current company?
Caitlin Gregory's current role is Student at the University of Florida.
What schools did Caitlin Gregory attend?
Caitlin Gregory attended University Of Florida, Ponte Vedra High School, Millennium High School.
Who are Caitlin Gregory's colleagues?
Caitlin Gregory's colleagues are Arthur Macedo, Sam Elasy, Austin Bares, Tommy Hanly, Ellie Lagorio, Aubrey Emery, David Wyman.
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Caitlin Gregory
Newport Beach, Ca1gmail.com -
Caitlin Gregory
Santa Barbara, Ca1ucsb.edu -
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