Jeremiah Reen

Experience

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  Fieldpoint Private

  May 2022 - Jul 2022

  Intern, Private Bank

  Worked directly in the Asset Management & Advisory Department of a boutique private bank based in Greenwich, Ct.Activities include:- Actively worked directly with Greenwich Ct Advisory team headed by Senior Managing Director that focused on wealth management portfolio structuring while improving liability efficiencies through lending- Participated in weekly investment meeting and conference calls with investment managers on the firms approved focus list, including hedge funds, private equity, and traditional long-only funds across all asset classes.- Participated in calls involving commercial, residential lending, and other areas of loan structuring.- Worked Diligently on projects and tasks with analysts, associates across the firm.- Was assigned, completed, and presented research projects to advisory team.- Developed skills in industry-wide software applications such as Aggregation Reporting, Bloomberg, and Salesforce. Show less

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  Piper Sandler

  Jun 2023 - Aug 2023

  Fixed income intern

  I’m happy to share that I started a new role as a summer intern in the fixed income department at Piper Sandler. I am grateful for this opportunity and look forward to being a part of this prestigious organization.