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Michael Mclaughlin Email & Phone Number
Financial Planning Intern
at
Defined Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Intern
Location
Spokane, Washington, United States
Company size
Who is Michael Mclaughlin? Overview
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Quick answer
Michael Mclaughlin is listed as Financial Planning Intern at Defined Financial Planning, a company with 5 employees, based in Spokane, Washington, United States. AeroLeads shows a matched LinkedIn profile for Michael Mclaughlin.
Michael Mclaughlin previously worked as Analyst at Gonzaga University Investment Club and Private Equity Investor Relations at Moasic Financial & Exodus Energy. Michael Mclaughlin holds Bachelor'S Degree, Business Administration And Management, Finance, Rising Junior from Gonzaga University.
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Defined Financial Planning
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Profile bio
About Michael Mclaughlin
Michael Mclaughlin is a Financial Planning Intern at Defined Financial Planning.
Current workplace
Michael Mclaughlin's current company
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Defined Financial Planning
8 roles
Michael Mclaughlin work experience
A career timeline built from the work history available for this profile.
Analyst
Current- Acquired skills in stock pitching and analysis, focusing on identifying key financial metrics and market trends to create compelling investment presentations.- Developed and presented a detailed stock pitch on Starbucks Corporation to the club, successfully contributing to the $200,000 investment portfolio.
Sep 2023 - Present
Private Equity Investor Relations
Moasic Financial & Exodus Energy
- Conducted targeted research to identify and compile a comprehensive list of investors for a private equity project, enhancing the team's strategic outreach efforts.- Assisted with seamless communication between potential investors and project specialists, ensuring alignment and clarity on project details and investment opportunities.
Feb 2024 - Aug 2024
Investment & Portfolio Analyst
- Developed skills in managing critical aspects of investment portfolios, including asset allocation, risk assessment, performance analysis, and rebalancing strategies to optimize returns and ensure alignment with financial objectives.- Conducted in-depth research to create and track a simulated investment portfolio, evaluating strategies to enhance future.
Feb 2024 - Aug 2024
Associate
- Engaged in a selective group focused on empowering students to excel in competitive finance industries, particularly beneficial for those from non-target schools.- Collaborated with a dedicated cohort of finance students, collectively leveraging resources to elevate financial expertise and understanding.
Feb 2024 - May 2024
Asset Management & Deal Sourcing Externship
- Achieved mastery in conducting thorough industry and sector research, facilitating the creation of top-tier deliverables grounded in research insights.- Identified and analyzed two companies within the targeted sector to pitch to Colton Alexander, completing two comprehensive intracompany analysis reports.- Seamlessly integrated the findings from the.
Feb 2024 - Apr 2024
Golf Summer Camp Head Assistant Coach
May 2023 - Aug 2023
Golf Summer Camp Assistant Coach
May 2022 - Aug 2022
Team & coworkers
Colleagues at Defined Financial Planning
Other employees you can reach at guic.org. View company contacts for 5 employees →
BE
Blakeley Eaton
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
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TH
Torin Heffernan
Colleague at Defined Financial PlanningSeattle, Washington, United States, United States
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CS
Carl Schmid
Colleague at Defined Financial PlanningUnited States, United States
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VG
Victor Gadea Santosjuanes
Colleague at Defined Financial PlanningGreater Valencia Metropolitan Area, Spain
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DK
Daniel Kim
Colleague at Defined Financial PlanningGreater Seattle Area, United States
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GE
Griffen Eley
Colleague at Defined Financial PlanningBellevue, Washington, United States, United States
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LB
Leif Broxson
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
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EP
Ethan Petrie
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
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MZ
Max Zafranco
Colleague at Defined Financial PlanningLos Angeles, California, United States, United States
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JW
Jackson Widmer
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
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Blakeley Eaton
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
View →
TH
Torin Heffernan
Colleague at Defined Financial PlanningSeattle, Washington, United States, United States
View →
CS
Carl Schmid
Colleague at Defined Financial PlanningUnited States, United States
View →
VG
Victor Gadea Santosjuanes
Colleague at Defined Financial PlanningGreater Valencia Metropolitan Area, Spain
View →
DK
Daniel Kim
Colleague at Defined Financial PlanningGreater Seattle Area, United States
View →
GE
Griffen Eley
Colleague at Defined Financial PlanningBellevue, Washington, United States, United States
View →
LB
Leif Broxson
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
View →
EP
Ethan Petrie
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
View →
MZ
Max Zafranco
Colleague at Defined Financial PlanningLos Angeles, California, United States, United States
View →
JW
Jackson Widmer
Colleague at Defined Financial PlanningSpokane, Washington, United States, United States
View →
2 education records
Michael Mclaughlin education
Bachelor'S Degree, Business Administration And Management, Finance, Rising Junior
General Studies
FAQ
Frequently asked questions about Michael Mclaughlin
Quick answers generated from the profile data available on this page.
What company does Michael Mclaughlin work for?
Michael Mclaughlin works for Defined Financial Planning.
What is Michael Mclaughlin's role at Defined Financial Planning?
Michael Mclaughlin is listed as Financial Planning Intern at Defined Financial Planning.
Where is Michael Mclaughlin based?
Michael Mclaughlin is based in Spokane, Washington, United States while working with Defined Financial Planning.
What companies has Michael Mclaughlin worked for?
Michael Mclaughlin has worked for Defined Financial Planning, Gonzaga University Investment Club, Moasic Financial & Exodus Energy, Accuvest Global Advisors, and Gonzaga University Investment Banking Accelerator.
Who are Michael Mclaughlin's colleagues at Defined Financial Planning?
Michael Mclaughlin's colleagues at Defined Financial Planning include Blakeley Eaton, Torin Heffernan, Carl Schmid, Victor Gadea Santosjuanes, and Daniel Kim.
How can I contact Michael Mclaughlin?
You can use AeroLeads to view verified contact signals for Michael Mclaughlin at Defined Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Michael Mclaughlin attend?
Michael Mclaughlin holds Bachelor'S Degree, Business Administration And Management, Finance, Rising Junior from Gonzaga University.
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