Sara Mullarkey
Finance & Business Analytics Student at IU Kelley School of Business | Hudson & Holland Scholar
- Role
- Wealth Management Intern at Performance Wealth
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Sara Mullarkey
I’m an incoming senior at Indiana University’s Kelley School of Business, pursuing…
Experience
Wealth Management Intern
Jun 2025 — Present · Hinsdale, IL, US
Led a 4-week equity research project, performing a Discounted Cash Flow valuation and competitive fundamental analysis on a publicly traded company, and presented the investment thesis to the advisory team- Formulated 10 Customized Wealth Plans for high-net-worth clients with varying asset allocations to help them effectively manage their wealth and achieve their long-term financial goals- Synthesized macroeconomic research and commentary on the ‘25 economy to create 20 stock reports, integrated into firmwide growth models by Senior Management- Integrated weekly client financial data to Wealthbox, the Customer Resource Management software, enhancing real-time visibility on client information, relationships, and goals
Education
Indiana University - Kelley School of Business
Finance, General
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