Gavin Grossman Email & Phone Number

Irvine, California, United States

Bloomington, Indiana, United States

- Plan and oversee philanthropic events for charities such as Children’s Miracle Hospitals and Jewish Women International - Collaborate with other Greek organizations to participate in campus-wide events such as raising over $20,000 for Siteman Cancer Center- Oversee Philanthropy, Social, and Heritage Chairs

Los Angeles, California, United States

- Automated data flow between various Excel spreadsheets, Salesforce, Power BI, and bank custodian platforms such as Fidelity- Developed a performance dashboard for various types of private investments to provide wealth managers current data for investor use- Identified and corrected any data discrepancies across databases including legal documents, bank wires, and other equity transfers- Reviewed and submitted subscription documents, K-1s, quarterly reports, and marketing decks for private credit, equity, and debt funds

Beverly Hills, California, United States

- Operated Co-Star and Loop-net systems to ensure property details accuracy and consistency - Utilized Excel to digitalize property data - Updated the company website using Wix and created marketing flyers for listings using Canva- Shadowed brokerage listing meetings to gain an understanding of client relations

Los Angeles, California, United States

- Supported leading Los Angeles event planning firm with any logistical issues- Created and managed spreadsheets for accounts payable and receivable- Assisted with prep work and day of set up

Beverly Hills, California, United States

- Volunteered as Counselor and later as 6U through 10U Coordinator for the leading Los Angeles Summer Soccer camp- Coached and taught soccer skills and life lessons to campers- Coordinated, designed, and supervised training and games for campers aged 6 through 10

Bsb, Finance, Sophomore

Alternative Investments And Investment Banking Track

- Receive coaching and online instruction to achieve targeted interview, technical, and professional development - Complete.