Arno Utegg
MSF Candidate at USD | HCM Advisor at Paylocity
- Role
- Human Capital Management Advisor at Paylocity
- Location
- San Diego, US
- LinkedIn followers
- 500 followers
About Arno Utegg
Master of Science in Finance candidate at the University of San Diego (expected May 2026), actively pursuing roles in wealth management and private banking. My professional background integrates client advisory, quantitative research, and transaction-oriented experience, with a proven ability to originate, analyze, and execute financial solutions. Prior to my graduate studies, I led revenue production for SaaS and financial technology platforms, closing over $286K in annualized revenue and exceeding quota by 125 8%. This client-facing experience has strengthened my ability to source, manage, and retain high-value relationships—core skills I intend to apply within capital markets, asset management, or private client advisory roles. My academic foundation includes in-depth exposure to valuation (DCF, comps, precedent transactions), financial modeling, M&A analysis, portfolio management, and macroeconomic research. I have authored research on Federal Reserve monetary policy, analyzing multi-trillion dollar liquidity interventions during crisis periods, as well as Japan’s long-term deflationary environment post-asset bubble. I am actively building my technical toolkit (Excel, SQL, Python, Bloomberg) and am currently preparing for the SIE Certification (expected July 2025) to further strengthen my foundational understanding of securities and investment principles. Open to connecting with investment professionals, deal teams, and recruiters across private markets, wealth advisory, and asset management.
Experience
Human Capital Management Advisor
Mar 2024 — Present · San Diego, US
FY25 100% Club
Education
University of San Diego - Knauss School of Business
Master of Science - MS, Finance, General
Wesleyan University
Bachelor of Arts - BA, Economics
2016 — 2020
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