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Student Spotlights

Nate Applegate: Finance

Nate Applegate participated in on-campus internship by taking FIN 487R.

What type of projects did you work on as part of your Experiential Learning course?

Working for a private wealth management firm, they need clients. I was responsible to find potential clients in a certain region that could be contacted.

What day to day tasks were part of this experience?

Looking through recent IPO and other acquisitions, finding the owners and CEOs of the companies, and finding contact information for them if they had a high net worth.

What did you learn unexpectedly?

It is difficult to find financial and contact information for people.

How has this experience influenced your career goals?

I want to have a career that doesn't involve tedious research such as this.

What types of new opportunities are now available because of the experience?

I made some good connections with our mentor and other students that I worked with.