Kaitlin Gasner
Intern @Baer Investment Advisory Llc
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WORK HISTORY
Intern @Baer Investment Advisory Llc
San Francisco, CA, US
Engage in one-on-one training sessions, both in-person and over the phone, with managing partners, discussing investment strategy, derivatives, risk mitigation, due diligence research, and the history of the U.S. stock market- Research Fortune 100 companies as prospective new investments for BIA by examining the Form 10K using financial statement analysis, quarterly financial reports, news reports, and analyzing if the findings align with BIA’s “strike zone.”- Prepare final reports with findings and an opinion on whether the Fortune 100 company would be an appropriate investment fit for BIA- Communicate detailed written reflections of work product and processes in this internship, including takeaways, strengths, and what I can value-add to BIA moving forward to BIA’s Director of Research- Reviewed BIA’s informational slide deck on derivatives, and communicated a written analysis including initial responses and suggestions to partners.
EDUCATION
University of Wisconsin-Madison
Certificate
University of Wisconsin-Madison
Personal Finance, BS
The Branson School
High School Diploma
ABOUT KAITLIN GASNER
My name is Kaitlin Gasner, and I am originally from Sausalito, California. Although I love California, I chose to come to college at UW-Madison because I was excited about the opportunity to live and study someplace new for four years, as well as the chance to meet many new people from all across the country. I am a sophomore pursuing a Bachelor of Science in Personal Finance within the School of Human Ecology, and a certificate in Business within the Wisconsin School of Business. I am interested in a wealth management career and am motivated by a drive for lifelong learning, competition, and success. I am looking forward to pursuing internships that will help me gain experience and lead me toward a career in this field.
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