Kaelen Perushek
Recent Graduate in Financial Mathematics and Statistics from University of California, Santa Barbara
- Role
- Intern - Private Wealth Management at Morgan Stanley
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Kaelen Perushek
I recently completed my Bachelor of Science in Financial Mathematics and Statistics at University of California, Santa Barbara. While finishing my final coursework, I passed the SIE and began interning at Morgan Stanley, where I support a Private Wealth Advisor in serving high-net-worth clients.I am currently preparing for the Series 7 and Series 66 licensing exams and am eager to deepen my understanding of investment strategies and risk management for high-net-worth individuals.
Experience
Intern - Private Wealth Management
Sep 2025 — Present · Santa Barbara, CA, US
Leverage the 3D platform to develop Excel models tracking recurring cash flows, loan and liability (LAL) schedules, dollar-cost averaging (DCA) plans, insurance premiums, and GIC/SMA portfolio allocation comparisons- Prepare and automate quarterly performance and gain/loss tax reports to support PWAs during live client meetings- Support daily operations by organizing meeting notes in OneNote, preparing expense reports, coordinating corporate travel, digitizing client records for efficient retrieval, and ordering office supplies and client gifts
Education
UC Santa Barbara
Bachelor of Science - BS, Financial Mathematics and Statistics
La Cañada High School
High School Diploma, General Education
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