Steffen Westphal

Steffen westphal

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location of Steffen WestphalSan Francisco, California, United States
Phone number of Steffen Westphal+91 xxxx xxxxx
Followers of Steffen Westphal1000 followers
  • Timeline

    Apr 2012 - Mar 2018

    Eagle Scout

    National Eagle Scout Association (DC)
    Sept 2018 - Nov 2018

    Coordinator

    MORAGA-ORINDA-LAFAYETTE YOUTH FOOTBALL
    Feb 2019 - Aug 2019

    Outside Services

    Moraga Country Club
    Jun 2020 - Sept 2020

    Financial Analyst

    Hang
    Jun 2021 - Sept 2021

    Investment Research Intern

    Fortis Financial Group
    Jun 2022 - Sept 2022

    Investor Relations Intern

    The Blueshirt Group
    Current Company
    Aug 2023 - now

    Analyst

    ICONIQ Capital
  • 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 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
      Boy Scouts of AmericaAssociated with Steffen Westphal