Anthony Hanna
Financial Analyst | SIE Certified | Business Analytics MS | Equity Research | SQL | Excel
- Role
- Wealth Management Intern at Octavia Wealth Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Anthony Hanna
My name is Anthony Hanna. I am a recent graduate from LMU\'s College of Business…
Experience
Wealth Management Intern
Jun 2024 — Present · Los Angeles, CA, US
Analyze and optimize client portfolios by conducting equity research and making informed recommendations for asset allocation adjustmentDevelop comprehensive financial plans for clients, incorporating Monte Carlo simulations to reinforce long-term strategy assessmentsDetail predictive analysis and developed pro-forma statements for M&A deals, supporting informed decision-making and valuation
Education
Loyola Marymount University
Bachelor of Business Administration - BBA, Finance, General
Loyola Marymount University
Master of Science in Business Analytics (MSBA), Business Analytics
La Cañada High School
High School Diploma
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