Rotational Intern
Whittier Trust
Whittier Trust
Finance Major
Hometown: Seal Beach, California
Hometown: Seal Beach, California
What are you doing this summer? Rotational Internship at Whittier Trust, working with the investment and client advisory team. As an investment intern, I analyzed earnings calls and created investment thesis’s. As a client advisory intern, I learned about estate planning regarding trust laws and structures, and analyzed +$100,000,000 estates. I also created a financial module for the underwriting of a $40,000,000 real estate investment opportunity.
What has been the most memorable part of your experience? My most memorable part of my experience was going to a Giants game with the office. It was great getting to know coworkers outside of work.
One thing you have learned during this summer experience? Ask questions!