Patrick Premilan
Asset Management Intern @Luminate, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
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WORK HISTORY
Asset Management Intern @Luminate, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Dallas, TX, US
Collaborated directly with the Investment Director to analyze market conditions and strategize • Delivered comprehensive analysis on securities, macroeconomic conditions, and key industry trends to develop actionable, data-backed investment recommendations for the trading team • Validated trade ticket accuracy by reconciling submitted orders with execution data using Thomson One, promptly identifying and escalating discrepancies to ensure timely correction • Tracked key capital markets continuously and initiated preliminary research and analysis on a steady stream of potential investment proposals using the Thomson ONE and Riskalyze platforms
EDUCATION
SMU Cox School of Business
Master of Science - MS, Finance, General
Plano East Sr High School
International Baccalaureate Diploma, High School Diploma
Naveen Jindal School of Management, UT Dallas
Bachelor of Science - BS, Finance, General
ABOUT PATRICK PREMILAN
I am a highly motivated National Merit Scholar pursuing an M.S. in Finance at the SMU Cox…
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