Monkey to Millions
218 FOLLOWERS
This is a documentary series that follows real-life college students to hear about struggles and triumphs as they try to navigate the competitive finance job market.
The host, Patrick Curtis, is CEO and Founder of Wall Street Oasis will serve as their mentor for up to two years as they try to achieve their dream job out of college.
Will they land their dream position? Will they make the cut?..
Monkey to Millions
1y ago
In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, the importance of golf and a few other credentials including the CIMA and CAIA as other potential options down the line ..read more
Monkey to Millions
1y ago
In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan for full time. Is this the end of the road for our mentor-mentee relationship? Time for a victory lap ..read more
Monkey to Millions
1y ago
In this session, Victor shares his progress and if he passed his Insurance exam. We focus most of the episode discussing the CFP designation, the merits of going for the CFA after that, the importance of golf and a few other credentials including the CIMA and CAIA as other potential options down the line ..read more
Monkey to Millions
1y ago
In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan for full time. Is this the end of the road for our mentor-mentee relationship? Time for a victory lap ..read more
Monkey to Millions
1y ago
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future ..read more
Monkey to Millions
1y ago
In this episode, Grace shares the outcome from her Real Estate internship over the past summer and what she is doing her senior year to plan for full time. Is this the end of the road for our mentor-mentee relationship? Time for a victory lap ..read more
Monkey to Millions
1y ago
In this session, Victor gives us all a lesson on the various roles as a financial advisor at Fidelity. We learn the difference between a Relationship Manager, Financial Consultant and Investment Consultant is and how pay is structured from the most junior levels to the highest levels. Victor talks about his next steps to gain more skills including an exam on Insurance and starting his CFP and CFA in the near future ..read more
Monkey to Millions
1y ago
In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surprise promotion as well. Listen to find out how ..read more
Monkey to Millions
1y ago
In this episode, we hear about how Victor is settling into life in Southern California, even though his car was stolen. Also, a quick surprise promotion as well. Listen to find out how ..read more
Monkey to Millions
1y ago
In this session, Victor gives us an update on his Series 7 and 63 exams and he tells us about the success he's had networking and as a result, a big internal transfer and move coming up soon ..read more