⭐️⭐️⭐️ — Wealth Management Prospect
Emory University · Soccer · Class of 2028
Phillip (Phil) is one of the most polished and finance-forward candidates in the cohort — combining technical ambition, strong career intent, and entrepreneurial execution. With a 3.85 GPA in Finance and AI for Business at Emory, incoming roles at Blackstone and SignatureFD, and deep involvement in finance organizations, he enters with maturity beyond typical sophomore experience. His Phase 2 case competition performance showed clear acceleration, signaling steep growth trajectory and high long-term upside. Phil blends industry exposure with startup initiative through Phil’s Financials, where he is building an AI-driven financial literacy platform — demonstrating ownership mindset and product thinking. A strong communicator with client-facing presence and analytical foundation, he profiles as a prime WM candidate with potential crossover into IB or investing pathways.
Round 2-3 projection with real potential to trend toward Round 1 consideration as technical skills compound. With strong resume foundation, interview ability, and demonstrable growth through case work, Phil projects as a long-term Wealth Management contributor capable of evolving into advisory, client strategy, or early investment roles with continued modeling reps and structured deal exposure.