Who is Madelyn Garcia? Overview
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Quick answer
Madelyn Garcia is listed as Wealth Planning Intern at Corient, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Madelyn Garcia.
Madelyn Garcia previously worked as Incoming Wealth Planning Intern at Corient and Summer Analyst at Gentrust. Madelyn Garcia holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Florida.
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Email format at Corient
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Corient
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Profile bio
About Madelyn Garcia
Madelyn Garcia is a Wealth Planning Intern at Corient.
Current workplace
Madelyn Garcia's current company
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6 roles
Madelyn Garcia work experience
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Incoming Wealth Planning Intern
Current
Dec 2024 - Present
Summer Analyst
Wealth ManagementAssisted the Client Service Team in updating 1000+ client profiles with accurate information using Salesforce CRMAttended 30+ investment and advising team meetings, learning company operations and the use of Bloomberg and eMoneyEvaluated 21 companies’ recent policies and SOC 2 reports to verify their suitability for hosting critical client.
May 2024 - Aug 2024
Strategy Consulting Extern
Nonprofit FundraisingConducted in-depth analysis of 10+ potential fundraising channels for non-profit EdTrust, ensuring optimal financial impactCompared 6 different operational fundraising methods for EdTrust, ultimately selecting the most efficient approachPresented a strategic plan for EdTrust based on industry trends, research findings, and various.
Jun 2023 - Aug 2023
Investment Banking Extern
Due DiligenceSelected amongst a highly competitive and diverse pool of applicants to participate in an 8-week remote internshipPerformed market and industry research to identify 3+ ESG-focused private companies for investment due diligenceIdentified ESG investment opportunities and communicated investment recommendations using Microsoft Office
Jan 2023 - Apr 2023
Jul 2021 - Aug 2021
2 education records
Madelyn Garcia education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Education record
FAQ
Frequently asked questions about Madelyn Garcia
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What company does Madelyn Garcia work for?
Madelyn Garcia works for Corient.
What is Madelyn Garcia's role at Corient?
Madelyn Garcia is listed as Wealth Planning Intern at Corient.
Where is Madelyn Garcia based?
Madelyn Garcia is based in Miami, Florida, United States while working with Corient.
What companies has Madelyn Garcia worked for?
Madelyn Garcia has worked for Corient, Gentrust, Pwc, Colton Alexander, and Ksdt Cpa.
How can I contact Madelyn Garcia?
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What schools did Madelyn Garcia attend?
Madelyn Garcia holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Florida.
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