Ben Setlak

Ben Setlak

Intern

Followers of Ben Setlak801 followers
location of Ben SetlakDenver Metropolitan Area

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  • Timeline

  • About me

    Planning Consultant at Fidelity Investments

  • Education

    • Evergreen High School

      -

      Activities and Societies: Varsity Baseball, AP Scholar, Athletic Merit Scholar, Fellowship of Christian Athletes, Young Life, Link Crew Orientation Leader

    • Willamette University

      2017 - 2021
      Bachelor of Arts - BA Economics

      Activities and Societies: Varsity Baseball, Sigma Chi Fraternity (Vice President) Minors in Business and Data Science

  • Experience

    • 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.

    • 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.

    • 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.

    • 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
  • Licenses & Certifications

    • Microsoft Excel Advanced Formulas and Functions

      Udemy
      Aug 2019
    • Series 7

      FINRA
      Sept 2021
    • Series 66

      NASAA
      Oct 2021
    • Bloomberg Market Concepts Certification

      Bloomberg LP
      Jul 2019
    • Securities Industry Essentials

      FINRA
      Jun 2020
    • Microsoft Excel - Data Analysis with Excel Pivot Tables

      Maven Analytics
      Aug 2019
  • Honors & Awards

    • Awarded to Ben Setlak
      AP Scholar -
  • Volunteer Experience

    • Builder Volunteer

      Issued by Habitat for Humanity on Oct 2017
      Habitat for HumanityAssociated with Ben Setlak
    • Volunteer

      Issued by RICHMOND ELEMENTARY SCHOOL on Jan 2018
      RICHMOND ELEMENTARY SCHOOLAssociated with Ben Setlak
    • Senior Mentor

      Issued by Evergreen Senior High School on Aug 2016
      Evergreen Senior High SchoolAssociated with Ben Setlak