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Colin Conte, CFA

Colin Conte, CFA

Intern-Junior analyst & assistant portfolio manager

Followers of Colin Conte, CFA632 followers
location of Colin Conte, CFANew York City Metropolitan Area

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  • Timeline

  • About me

    Mergers and Acquisitions Manager at Philips

  • Education

    • Quinnipiac University

      -
      Bachelor’s Degree Finance

      Activities and Societies: co-founder/ secretary of Quinnipiac club hockey team Quinnipiac GAME forum organizing volunteer Student managed portfolio- healthcare and utility sectors analyst

    • Quinnipiac University

      -
      Master of Business Administration (M.B.A.) Finance, General GPA 3.7

  • Experience

    • Hammond Iles Wealth Advisors

      Jun 2014 - Aug 2015
      Intern-Junior analyst & assistant portfolio manager

    • Beirne Wealth Consulting (BWC)

      Jun 2016 - Aug 2016
      Intern

    • Woodbridge International

      Mar 2018 - May 2020
      Analyst - Mergers & Acquisitions

    • Optum

      Jul 2020 - Oct 2021
      Sr. Mergers and Acquisitions Analyst

    • Philips

      Oct 2021 - now
      Mergers and Acquisitions Manager

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Dec 2021
      View certificate certificate

    • Wall Street Prep Certification in Financial and Valuation Modeling

      Wall Street Prep