Saxon Casalena
Finance & Entrepreneurship | Honors Student at Loyola University Chicago | Open to Opportunities
- Role
- Analyst at Merrill Lynch
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Saxon Casalena
Class of 2029 at Loyola University Chicago, double majoring in Finance and Entrepreneurship. Looking for opportunities in Investment Banking. Energy and Power Sector Lead for the Rambler Investment Fund. Director of Outreach for the Women\'s Investment and Networking Accelerator. SEO Career AIIB EDGE participant. Rambler Investment Banking Initiative, Analyst Development Program. Competed in RIF’s Stock Pitch Competition 2025, 2026(Finalist).
Experience
Analyst
May 2026 — Present · Rockford, IL, US
Support Financial Advisors in managing client portfolios, preparing investment proposals, and assembling review materials- Conduct research on equities, fixed income, and market trends to inform client recommendations- Assist with client onboarding, account maintenance, and documentation in compliance with regulatory standards- Utilize internal platforms (e.g, BofA systems) and Microsoft Excel to analyze account data and generate reports.
Education
Boylan Catholic High School
High School Diploma
Loyola University Chicago
Bachelor's degree, Finance and Financial Management Services
SEO (Sponsors for Educational Opportunity)
AIIB: Investment Banking Track
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