Kimball Driggs
BYU Marriott Finance Program | Aspiring Wealth Management Professional | Diligent, Teachable Worker with Sales Experience
- Role
- Wealth Management Intern at Olympus Wealth Management, Llc
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Kimball Driggs
I am a Senior in the Finance program at Brigham Young University in the Marriott School of Business, with a passion for finance, wealth management, and investment strategies. With an extensive background in client-facing roles and a strong foundation in financial analysis, I am dedicated to helping individuals and businesses navigate the complex world of wealth management. Recently I\'ve had the privilege of gaining valuable experience as an Investment Analyst Intern at Olympus Wealth Management and as a Summer Analyst Intern at Morgan Stanley. These roles have provided me with a deep understanding of asset allocation, risk management, and investment strategies in an ever-evolving financial landscape. Whether in the classroom or in the office, I continually strive to optimize efficiency and drive results. I thrive in collaborative team environments, leveraging my expertise to propel both individuals and businesses toward their goals. When I\'m not immersed in the world of finance, I enjoy playing basketball, reading books, and exploring new travel destinations with my wife. I am an avid runner and am fluent in the Spanish language. I welcome the opportunity to connect and network within the wealth management industry. Feel free to reach out to me at k••••••••@gmail.com, I always have time for a 5-minute chat! Skills and Specialties: Finance, Sales, Public Speaking, Interpersonal Skills, Teamwork, Leadership, Training, Problem Solving, Critical Thinking
Experience
Wealth Management Intern
Olympus Wealth Management, Llc
Aug 2023 — Present · Cottonwood Heights, UT, US
Performed 12+ investment manager due diligence calls each quarter analyzing personnel, process, and performance Conducted and reviewed portfolio tracking and financial data modeling and analysis, including portfolio rebalancing, for 100+ client portfolios Assisted in preparing for and conducting client/prospect meetings and servicing client requests Analyzed and reviewed 40+ private investment opportunities across the venture capital, real estate, secondaries, and private credit sectors
Education
Brigham Young University
Bachelor of Science - BS, Finance, General
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