Monkey to Millions

Wall Street Oasis
  • 0.0（0）
  • キャリア

This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market. The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college. Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...

  1. 2022/12/08

    Victor (Session 12) - Certified Financial Planner (CFP) Overview + Study Plan

    In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, the importance of golf and a few other credentials including the CIMA and CAIA as other potential options down the line.

    34分

  2. 2022/11/24

    Grace (Session 20) - Blackstone Real Estate Internship - the RESULTS

    In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan for full time. Is this the end of the road for our mentor-mentee relationship? Time for a victory lap.

    20分

  3. 2022/11/17

    Victor (Session 11) - CFP and Insurance Tests on Deck

    In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future.

    30分

  4. 2022/08/04

    Victor (Session 10) - The Big Promotion

    In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surprise promotion as well. Listen to find out how.

    17分

  5. 2022/05/12

    Victor (Session 9) - The Big Move

    In this session, Victor gives us an update on his Series 7 and 63 exams and he tells us about the success he's had networking and as a result, a big internal transfer and move coming up soon.

    31分

  6. 2022/04/22

    Grace (Session 19) - Prepping for Blackstone RE Internship - Apr 8, 2022

    In this short session, we catch up with Grace to hear how she's prepping for her real estate internship with Blackstone. We go over what she's currently involved in and give her a few tips to help her get ready.

    15分
  7. Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021

    2021/12/23

    Victor (Session 8) - The SIE and Series 7 and a Trip to Hawaii? - Dec 17, 2021

    In this episode, we catch up with Victor the same day after he finishes up his Series 7 top off exam after a grueling few months of studying. Listen to hear why he's headed to Hawaii for a few months and the advice I give him in his ever shifting plans.

    26分
  8. Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021

    2021/11/25

    Tarnvir (Session 2) - Prepping for Interview Season, The Worst Advice and Diversity Programs - Nov 4, 2021

    In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. We have a long discussion about diversity programs, summer analyst recruiting and a plan for him as he enters a critical juncture in his Sophomore year.

    40分
すべて見る（57）

番組について

This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market. The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college. Will they land their dream position? Will they make the cut? You'll have to listen and join us on the journey to find out (hint: even we don't know when we start)...

情報

  • クリエイター
    Wall Street Oasis
  • 配信期間
    20年 - 22年
  • エピソード
    57
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © IB Oasis Corp.
  • 番組のWebサイト
    Monkey to Millions