Student Consultant - Georgetown University Master Of Science In Finance
Raleigh, North Carolina, United States
As a student in the Georgetown MSF program, I had the opportunity work with The Trust Company of the South to identify shifting wealth dynamics in the RDU area of North Carolina and how big tech can shift them.- Researched other cities that have had large tech installations and how they have had an affect on the local population to identify the likelihood of ultra high net worth clients.- Analyzed trends in North Carolina's current population to identify demographics who were increasing income the fastest.- Researched the influence that venture capital firms have on smaller tech firms in areas that large tech firms are moving into.- Identified trends in inheritance of ultra high net worth individuals to understand how wealth is transferring from older generations to younger generations.- Compiled information into actionable steps for Trust Company of the South to capitalize on finding future ultra high net worth individuals.