I am a bilingual student at Saint Louis University double majoring in economics & finance, with a minor in international business. I have experience in customer service , management, financial planning, and data analytics.I am a former treasurer of a soccer organization & a current team manager of a soccer club. I am involved with my university's club soccer team & have experience playing at the semi-professional level both in Spain & The United States.
Oakmont Financial, Llc
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Financial Planning InternOakmont Financial, Llc Sep 2024 - PresentSt Louis, Missouri, United States
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Compensation Consultant InternSullivancotter Jun 2024 - Aug 2024St Louis, Missouri, United States- Developed and implemented customized solutions for clients, focusing on executive compensation analysis across various market percentiles.- Conducted field research and utilized form 990s to gather salary data, producing detailed market percentile analyses.- Presented case study to managing principals, highlighting thorough analyses and strategic recommendations for optimizing executive compensation across 50 incumbents within a healthcare system and its sub-hospitals.- Provided strategic consulting on executive compensation to healthcare organizations, enhancing human capital strategies and fostering organizational excellence. -
Digital & Automated Investing Intern AnalystWells Fargo Jan 2024 - Apr 2024St Louis, Missouri, United States- Executed various projects, demonstrating strong organizational and project management skills- Gained practical experience in leveraging technology to optimize investment processes- Assisted in the review & analysis of phone calls of financial advisors & clients to extract relevant data and insights- Showed proficiency in utilizing Excel for data manipulation, analysis, and reports- Demonstrated adaptability and proactive approach in fast-paced environment- -
Community CoachSt. Louis City Sc Jan 2024 - Apr 2024St Louis, Missouri, United States -
TreasurerColumbia Soccer Club Aug 2018 - Jun 2020Columbia, Illinois, United States
Daniel Lorenzo Education Details
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Senior -
Finance & Economics -
High School Diploma
Frequently Asked Questions about Daniel Lorenzo
What company does Daniel Lorenzo work for?
Daniel Lorenzo works for Oakmont Financial, Llc
What is Daniel Lorenzo's role at the current company?
Daniel Lorenzo's current role is Financial Planning Intern / Finance and Economics Student at Saint Louis University.
What schools did Daniel Lorenzo attend?
Daniel Lorenzo attended Saint Louis University, Saint Louis University - Madrid Campus, Fox Sr. High School.
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Daniel Lorenzo
Digital Marketing Manager | Content Writing & Editing | Social Media | Front-End Web Design | MusicianEnglewood, Co2denverlifemagazine.com, swallowhillmusic.org2 +121085XXXXX
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Daniel Lorenzo
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