Connor Gregoire
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Connor Gregoire Email & Phone Number

Masters in Finance candidate at Tulane University with a passion for financial analysis and strategic planning. at HDH Advisors
Location: Lacombe, Louisiana, United States 3 work roles 2 schools
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Role
Masters in Finance candidate at Tulane University with a passion for financial analysis and strategic planning.
Location
Lacombe, Louisiana, United States
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Who is Connor Gregoire? Overview

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Quick answer

Connor Gregoire is listed as Masters in Finance candidate at Tulane University with a passion for financial analysis and strategic planning. at HDH Advisors, a with 19 employees, based in Lacombe, Louisiana, United States. AeroLeads shows a matched LinkedIn profile for Connor Gregoire.

Connor Gregoire previously worked as Corporate Finance Intern at Chaffe & Associates, Inc. and Wealth Management Intern at Bezou Financial. Connor Gregoire holds Master'S Degree, Finance And Financial Management Services from Tulane University - A.B. Freeman School Of Business.

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HDH Advisors

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Profile bio

About Connor Gregoire

Connor Gregoire is a Masters in Finance candidate at Tulane University with a passion for financial analysis and strategic planning. at HDH Advisors.

Current workplace

Connor Gregoire's current company

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HDH Advisors
Hdh Advisors
Masters in Finance candidate at Tulane University with a passion for financial analysis and strategic planning.
Lacombe, LA, US
Employees
19
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3 roles

Connor Gregoire work experience

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Corporate Finance Intern

Current

New Orleans, Louisiana, United States

• Performed in-depth equity research to identify comparable companies and potential target transactions, supporting the M&A team in deal sourcing and strategic analysis.• Utilized advanced PowerPoint skills to design and format high-quality presentations and pitch decks, ensuring clarity and precision to effectively communicate key insights to clients.• Conducted comprehensive financial analysis and valuation of companies, leveraging key metrics and models to support decision-making and provide actionable recommendations

Nov 2024 - Present

Wealth Management Intern

New Orleans, Louisiana, United States

• Created a $70M diversified portfolio, optimizing asset allocation across stocks, high-yield assets, and bonds through market research and risk assessments.• Implemented workflow software, boosting team efficiency, shortening project timelines, and overseeing the transition for team members.• Developed an advanced Excel-based RMD report for 2,000+ clients with $450M in assets, improving reporting efficiency and accuracy.• Managed task tracking and data entry, coordinating with wholesalers to ensure timely deliverables and streamline communication

Mar 2024 - Jul 2024
Team & coworkers

Colleagues at HDH Advisors

Other employees you can reach at chaffe-associates.com. View company contacts for 19 employees →

2 education records

Connor Gregoire education

FAQ

Frequently asked questions about Connor Gregoire

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What company does Connor Gregoire work for?

Connor Gregoire works for HDH Advisors.

What is Connor Gregoire's role at HDH Advisors?

Connor Gregoire is listed as Masters in Finance candidate at Tulane University with a passion for financial analysis and strategic planning. at HDH Advisors.

Where is Connor Gregoire based?

Connor Gregoire is based in Lacombe, Louisiana, United States while working with HDH Advisors.

What companies has Connor Gregoire worked for?

Connor Gregoire has worked for Hdh Advisors, Chaffe & Associates, Inc., and Bezou Financial.

Who are Connor Gregoire's colleagues at HDH Advisors?

Connor Gregoire's colleagues at HDH Advisors include Lacie Lannes, Whit Slocum, Robert Bostanian, Lynn Lino, and Liam Norton.

How can I contact Connor Gregoire?

You can use AeroLeads to view verified contact signals for Connor Gregoire at HDH Advisors, including work email, phone, and LinkedIn data when available.

What schools did Connor Gregoire attend?

Connor Gregoire holds Master'S Degree, Finance And Financial Management Services from Tulane University - A.B. Freeman School Of Business.

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