Steffen Westphal

Eagle Scout

1000 followers

San Francisco, California, United States

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Timeline
About me
Analyst at ICONIQ Capital
Education
- Campolindo High School
  2015 - 2019
  High School Diploma 9-12
  Activities and Societies: 1. Eagle Scout, Boy Scouts of America, Troop 212, Moraga, CA 2. North Coast Scholar Athlete: 2015, 2016, 2017, 2018 3. Varsity Football, Team Captain 2018 4. Acalanes Gifted and Talented Student Program
- University of Washington - Michael G. Foster School of Business
  2019 - 2023
  Bachelor of Arts - BA Finance, General
  Activities and Societies: Sigma Chi Fraternity University of Washington Finance Association
- CIEE Council on International Educational Exchange
  2022 - 2022
  Business
  Study Abroad program in Rome and Paris.
Experience
- National Eagle Scout Association (DC)
  Apr 2012 - Mar 2018
  Eagle Scout
- MORAGA-ORINDA-LAFAYETTE YOUTH FOOTBALL
  Sept 2018 - Nov 2018
  Coordinator
  Responsibilities included overseeing all younger referees, helping other coordinators organize events and plan game days. Head of approximately 50 employees and over 1000 kids.
- Moraga Country Club
  Feb 2019 - Aug 2019
  Outside Services
  Responsible for organizing golf carts and clubs, as well as helping run tournaments throughout the spring and summer. In charge of overseeing driving range activities and providing any service to members of any age.
- Hang
  Jun 2020 - Sept 2020
  Financial Analyst
- Fortis Financial Group
  Jun 2021 - Sept 2021
  Investment Research Intern
- The Blueshirt Group
  Jun 2022 - Sept 2022
  Investor Relations Intern
- ICONIQ Capital
  Aug 2023 - now
  Analyst
Licenses & Certifications
- Series 65
  FINRA
  Nov 2023
- UW Foster School of Business Excel Credential
  University of Washington - Michael G. Foster School of Business
  Dec 2021
  View certificate
- Training the Street Financial Modeling
  Training The Street
  Nov 2020
Honors & Awards
- Awarded to Steffen Westphal
  UW Annual Dean’s List - Jun 2020
- Awarded to Steffen Westphal
  North Coast Section Scholar Athlete North Coast Section Dec 2018
- Awarded to Steffen Westphal
  Eagle Scout Boy Scouts of America Mar 2018
- Awarded to Steffen Westphal
  California State Football Champion CIF Dec 2016
Volunteer Experience
- Eagle Scout Project Leader
  Issued by Boy Scouts of America on Jun 2017
  Associated with Steffen Westphal