Ben Setlak

Experience

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  Setlak Marketing

  May 2017 - Aug 2017

  Intern

  Completed category nutritional statement benchmarking study on better-for-you frozen entrée segment. Learnings and implications used by Caesar’s Pasta marketing and production team to inform future product innovation and brand messaging.

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  Setlak Marketing

  Jun 2018 - Aug 2018

  Private Equity Investor: Intern

  Completed analysis of Dollar Store Channel retailers (DG, DLTR and CASY) for viability as long-term defensive investment options. Assessment included analysis of market fundamentals, balance sheets, cash flow and income statements, quarterly results, internal and external trends etc. Overall recommendations on investment outlook and price targets were well-received and integrated into investor’s portfolio future plans.

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  First Trust

  May 2019 - Aug 2019

  Economics Intern

  Worked directly under the Economics Team at First Trust analyzing market trends and impacts of fiscal and monetary policy on the Macroeconomy. Completed Bloomberg Terminal Certification, daily work in Microsoft Excel, and learned key insights into Economic Forecasting and Financial Markets.

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  Fidelity Investments

  Jun 2021 - now

  • Planning Consultant

    Mar 2023 - now

  • Workplace Planning Consultant III

    Aug 2022 - now

  • Workplace Planning Consultant II

    Feb 2022 - Aug 2022

  • Workplace Planning Consultant I

    Oct 2021 - Feb 2022

  • Workplace Planning Associate

    Jun 2021 - Oct 2021