Phillip McClure

Finance and Economics student at Chapman University

Role
Financial Planning Intern at Osaic
Location
Danville, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Phillip McClure

I am Junior at Chapman University pursuing a double major in Finance and Economics. I also have strong skills in math, statistics, programming and computer science. I hope to utilize my broad set of skills by pursuing a career in quantitative finance. I am currently developing multiple microstructure based prediction market trading algorithms in hopes to refine my skills and develop a deeper understanding of algorithmic trading.

Experience

  1. Financial Planning Intern

    Osaic

    May 2025 — Present · San Ramon, CA, US

    Assisted with various aspects of the financial planning process, including research, data analysis, and client meeting preparation. I suggested preliminary life insurance, investment and savings strategies based on initial client information. Supported ongoing projects related to investment strategies and financial organization and participated in client and wholesaler meetings.

Education

  • The Athenian School

    High School Diploma

    2019 — 2023

  • Chapman University

    Bachelor of Science - BS, Economics

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Phillip McClure — Financial Planning Intern at Osaic in Danville, CA, US | Unifers