Edgar Garcia Email and Phone Number
As a fourth-year, first-generation Mexican-American student, I am deeply passionate about finance and its universal applicability across industries. Currently pursuing my BBA in Finance, I am dedicated to improving my skills in this dynamic field. I am also intent on earning a certification in Business Analytics, recognizing the importance of data-driven decision-making in today's business landscape. My interest in finance stems from its ability to drive innovation and impactful projects across various sectors. I am eager to embrace the evolving role of data in finance, using it to navigate complexities and identify opportunities proactively. Looking ahead, I am particularly drawn to FP&A. I aspire to work as a financial analyst, where I can apply my knowledge in finance and business analytics to drive strategic insights and optimize financial performance.I’m currently involved with organizations such as Lambda Theta Phi, Latin Fraternity Incorporated and most recently, the Robinson Ambassador Program.College: Georgia State University, Atlanta campus
Impact Partnership Wealth, Llc
View- Website:
- impactpartnerwealth.com
- Employees:
- 7
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Wealth PlannerImpact Partnership Wealth, LlcAtlanta, Ga, Us
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Ipw InternImpact Partnership Wealth, Llc Oct 2024 - PresentKennesaw, Georgia, Us
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Corporate Finance InternFidelity Investments Jun 2024 - Aug 2024Boston, Ma, Us- Participate in the 2025 budgeting process by pulling expense-related data points into Excel for the non-labor portion, leveraging the upload capabilities of Anaplan.- Recreate Quarterly reviews of planned versus actual labor and non-labor expenses for 12 domains under Asset Management Technology; Create summary views of the 12 domains and Asset Management Technology as a whole, by initiative.- Part of the Asset Management Technology and Shared Services team, supporting the $6.6 billion dollar Fidelity technology portfolio. -
AmbassadorGeorgia State University - J. Mack Robinson College Of Business Aug 2023 - May 2024Atlanta, Georgia, UsFor the 2023-2024 school year I was selected to be part of the inaugural class of Robinson College of Business Ambassadors at Georgia State University. This program is meant to enhance the student experience within the college. We embody and communicate the vision and mission of the college by promoting opportunities that enhance the undergraduate student experience at Robinson. Some of my duties include:- Serve as a liaison for RCB and student engagement- Connect students to signature events and programs - Represent Robinson at campus events - Promote pride within the college -
Marketing & Competitive Intelligence InternFidelity Investments Jun 2023 - Aug 2023Boston, Ma, UsPart of the Analytics and Commercialization team, supporting a multi-trillion dollar clearing and custody provider. Some of my duties at this internship include:- Consolidate and categorize thousands of data points across proprietary and secondary research to create an easy-to-use central repository that will be used to support current and future strategic initiatives- Identify and visualize proprietary and secondary data to uncover four macro-trends in the intermediary market that will have medium-to-long-term impact on firm strategy- Attend Q2 earnings call of a public competitor to determine any change in market positioning and/or firm priorities for distribution to internal stakeholders.
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Jopwell U AmbassadorJopwell Oct 2022 - Aug 2023New York, UsJopwell advances careers for Black, Latinx, and Native American students and professionals. Our career advancement platform connects members with companies who know that representation matters.- Develop relationships with students on campus by email, text, social media, and campus events.- Collaborate with Jopwell’s Community and Marketing team to expand Jopwell’s mission on campus through informational and skill building virtual events.- Establish, develop, and maintain relationships with campus leaders and administrators. -
Data Entry And Review AidGeorgia State University Nov 2022 - May 2023Atlanta, Ga, UsFederal Work Study position with the Center for Excellence in Teaching, Learning, and Online Education (CETLOE) office. Working to aid and assist CETLOE’s Learning Technology Team with various projects in support of evaluating the usage of learning tools by faculty and students at GSU. - Assist with line-by-line data spreadsheet review and spreadsheet clean-up & consolidation. - Provide feedback for data presentation and visualization. - Engage in professional development looking at spreadsheet tools, data visualization tools and general data science. -
HostVintage Pizzeria Aug 2018 - Nov 2021
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Crew MemberMcdonald'S Sep 2017 - Aug 2018Chicago, Illinois, Us
Edgar Garcia Education Details
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Georgia State University -
Dunwoody High SchoolStudent
Frequently Asked Questions about Edgar Garcia
What company does Edgar Garcia work for?
Edgar Garcia works for Impact Partnership Wealth, Llc
What is Edgar Garcia's role at the current company?
Edgar Garcia's current role is Wealth Planner.
What schools did Edgar Garcia attend?
Edgar Garcia attended Georgia State University, Dunwoody High School.
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